Search and filter transactions – Proof Help Center
The Proof Help Center explains that organizations can efficiently locate specific transactions by accessing the Transactions view, selecting either their own or all team transactions, and using the search box to enter names, emails, or transaction IDs, as well as applying multiple filters such as status, transaction type, and customizable date ranges for creation or completion to narrow down results.
Audience: Organizations
The short answer: Use the search box and filter dropdowns in your Transactions view to quickly find specific transactions by name, status, type, or date.
How It Works
To access your transactions, click Transactions from the left navigation menu. The view defaults to Created by me — a list of transactions you created. Click All transactions from the left menu to find transactions created by your team.
Ways to Find Transactions
Search
Use the search box above the transactions list to type the name, email address, or transaction ID associated with the transaction you're looking for.
Note: Searching only returns results for the current view. To search all transactions — not just your own — select All transactions before searching.
Filter
Use the dropdown menus to filter transactions. Multiple filters can be applied together to narrow results.
- Use the Status dropdown and check the box to show all transactions with the selected status(es).
- Use the Transaction type dropdown and check the box to show transactions of the selected type(s).
- Use Date created to select a relative timeframe, or select Custom to choose a specific date range.
- Use Date completed to select a relative timeframe, or select Custom to choose a specific date range.
Summary Checklist
- Click Transactions from the left navigation to open your transactions list.
- Select All transactions to search or filter across your entire team's transactions.
- Use the search box to find a transaction by name, email, or transaction ID.
- Use Status, Transaction type, Date created, or Date completed filters — alone or in combination — to narrow results.
If you need further assistance, you can submit a support request or chat with the support team from any page in the app.
Related
Transaction Management Overview
The Transactions page serves as a centralized hub where users can search and filter transactions by name, email, or ID, access and download completed documents and signer information, export completed transaction data to CSV files, archive or delete transactions to maintain organization, and monitor transaction progress through statuses such as Draft, Sent, Partially complete, Awaiting payment, and Complete.
Archive or Unarchive Completed Transactions – Proof Help Center
The Proof Help Center explains that completed transactions can be archived individually or in bulk to move them from the All Transactions list to an Archived folder for organization without deletion, and they can be restored anytime by selecting them in the Archived folder and choosing to unarchive either from the transaction list or transaction details.
Edit a Business Transaction – Proof Help Center
The Proof Help Center explains that organizations can edit business transactions only while they are in Sent status—editing temporarily moves the transaction to Draft without changing recipients' existing access links, and after making changes via the Transaction actions menu and confirming with Update transaction, recipients are notified unless edits are merely saved without updating; however, these steps do not apply to real estate transactions, which require a different process.
Cancel a Transaction – Proof Help Center
The Proof Help Center guide for organizations explains that transactions can be permanently cancelled only if they have been sent but not completed—such as when sent to the wrong email, signer count changes, duplicates, or document changes—while errors like incorrect tag placement or witness needs should be corrected during the notary meeting; it details which transactions are cancellable (real estate expired, business sent but incomplete), how to cancel via the Transaction Actions menu in the Proof account, and emphasizes that cancellation is irreversible and inaccessible to customers.
Transaction Export: Columns and How-To – Proof Help Center
The Proof Help Center explains that users can export their transactions as a .CSV file containing detailed columns such as transaction ID, organization info, transaction type and status, sender and recipient details, timestamps for creation, sending, scheduling, completion, and archiving, risk scores, source, and other metadata to analyze volume, conversion rates, and support data-driven business decisions.
Assign a Notary to a Transaction – Proof Help Center
The Proof Help Center guide explains how organizations can assign a specific in-house notary to a transaction by selecting "Internal notary" and choosing a team member, with the signer's experience varying based on the "Hard notary assignment" setting that controls whether only the assigned notary or all compliant notaries are notified, and also details how to use the Notarize Network for on-demand notaries, emphasizing the importance of setting signer expectations and offering support options.