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.
The short answer: The Transactions page is your hub for managing all transactions — search and filter, access documents, export data, archive, and track status.
Transactions are managed in Transactions, which displays transactions created individually (regardless of status) and completed EasyLink transactions. Select Transactions from the left menu to access your transaction list.
Search and Filter
Search and filter transactions to quickly find what you're looking for.
Use the search bar at the top of the Transactions page to find a transaction by name, email, or transaction ID. Use the arrows in the upper-right corner to page through all transactions.
Access and Download
Access documents and signer information from within any completed transaction.
View and download completed documents, and review signer ID information, from within any transaction.
Export
Export your transaction list to a CSV file for reporting or recordkeeping.
The Export button in the upper-right corner lets you export a list of all completed transactions to a CSV file.
Archive and Delete
Archive and delete transactions to keep your transaction list organized.
Archive and delete transactions from the list to keep your workspace organized and ensure only relevant transactions are displayed.
Transaction Statuses
Transaction statuses reflect where each transaction is in the process.
Transactions display one of the following statuses:
- Draft
- Sent
- Partially complete
- Awaiting payment
- Complete
Summary Checklist
- Search and filter transactions by name, email, or ID from the Transactions page.
- Access and download completed documents and signer IDs from within any transaction.
- Use the Export button to download a CSV of all completed transactions.
- Archive or delete transactions to keep your transaction list organized.
- Track transaction progress with statuses: Draft, Sent, Partially complete, Awaiting payment, and Complete.
Still Unsure?
Our support team is happy to help. Submit a support request or chat with us from any page in the app.
Related
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.
Deactivate a Child Organization in Command Center – Proof Help Center
Deactivating a child organization in Command Center removes it from user navigation and search, moves all its users to deactivated status preventing login, expires in-progress transactions while preserving completed ones visible only to parent org admins, requires no active child orgs beneath it, and disables creation of new child orgs or user moves into it until reactivation.
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.
Deactivate or Reactivate an Existing User via Command Center – Proof Help Center
The Proof Command Center allows owners, admins, and user managers in Business Premium and Enterprise organizations to deactivate or reactivate multiple users by selecting them in User Management and choosing the appropriate activate or deactivate option from the toolbar.
Force-complete a transaction – Proof Help Center
Force Complete is a tool for organization owners and admins to manually finalize stuck transactions on the Proof platform—such as incomplete multi-signer signings or unsigned eNotes—by logging the action, finalizing eNotes as-is, marking documents as "rejected," and updating transaction statuses, but it cannot be undone and is unavailable to individual users who must start new transactions instead.
Proof release notes for DEPLOY-1226 (2025-11-24)
The DEPLOY-1226 release notes detail enhancements including the ability for Command Center users with appropriate roles to export user lists with last login data, and the introduction of a Phone Possession Verification feature in Verify transactions that enables agents to confirm clients' control of their phone numbers via OTP codes, both now generally available.