The short answer: If a completed hybrid transaction needs to be updated and re-signed, use the Replace Order button on the Notarize with Proof eClosing form in Encompass to recall the original transaction and send a fresh package to the signer(s).
Replace an Order
To replace a completed hybrid order from Encompass, use the Replace Order button on the Notarize with Proof eClosing form. This button replaces the Update Order button once a hybrid transaction has been completed by signers.
Clicking Replace Order will:
- Recall the completed transaction
- Soft delete the original order
- Place a new order with blank documents for the signer(s) to re-sign
Since Replace Order places a brand new order, the documents currently in the eFolder are pulled into Notarize with Proof again. Deduplication logic applies — if multiple attachments exist for the same closing documents, only the latest version will be pulled. See how documents are pulled to Notarize with Proof from Encompass for more information.
Summary Checklist
- Confirmed the transaction is a completed hybrid order before using Replace Order.
- Updated documents are in the eFolder before placing the replacement order.
- Clicked Replace Order on the Notarize with Proof eClosing form in Encompass to send the fresh package.
Still Unsure?
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