Transaction Actions Overview – Proof Help Center
The Proof Help Center's Transaction Actions Overview details specific actions—such as Archive, Cancel, Delete, Edit, Force-complete, Recall, Resend, and Unarchive—that users can perform on transactions based on their type (business or real estate) and current status, emphasizing the need to verify eligibility before proceeding and offering support options if needed.
Transaction Actions Overview
After sending a transaction, you can take certain actions depending on the transaction type and its current status.
Transaction Actions
- Archive: Available for any transaction type when the status is Complete.
- Cancel: Available for any transaction type when the status is Sent.
- Delete: Available for any transaction type when the status is Draft.
- Edit: Available for business transactions only when the status is Sent.
- Force-complete: Available for any transaction type when the status is anything except Complete.
- Recall: Available for real estate transactions only when the status is anything except Attempted or Complete.
- Resend: Available for any transaction type when the status is anything except Complete.
- Unarchive: Available for any transaction type when the status is Archived.
Summary Checklist
- Check the transaction's current status before taking an action.
- Confirm the action is available for your transaction type (business vs. real estate).
- Refer to the action instructions for step-by-step guidance.
If you are still unsure, you can submit a support request or chat with the support team from any page in the app.
Related
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.
Delete an Order from Encompass – Proof Help Center
The guide explains how organizations can permanently delete orders from Encompass and Proof, emphasizing that deletion is irreversible, advising to recall sent transactions before deletion, detailing specific steps for draft, sent, and hybrid transactions, and recommending archiving if future reference is needed.
Cloning a Child Organization in Command Center
The guide explains how Command Center owners and administrators can clone a child organization by copying specific settings like billing and notary instructions from an existing or root organization to create a new child organization, while noting that certain elements such as EasyLinks, API keys, and users do not transfer, and provides step-by-step instructions along with recommendations to review settings post-cloning and contact support if issues arise.
Delete Draft Transactions in Bulk – Proof Help Center
Organizations can bulk delete draft transactions in Proof by filtering their Transactions list to show only drafts, selecting the desired drafts, clicking Delete from the action bar, and confirming the irreversible deletion, ensuring all selected items are drafts since the delete option only works for drafts and deleted transactions cannot be recovered.
Real Estate Academy Training for Proof Platform Users
The Real Estate Academy Training for Proof Platform Users provides comprehensive guidance on using Notarize, including an overview of the notarization process, detailed instructions for setting up and configuring real estate accounts with features like co-branding, payment settings, team management, and security options, as well as resources and interactive demos for sending notarization requests and managing online real estate transactions.