The short answer: If you need to update an order after placing it to Proof — for example, the closing date changed or the signer's name is incorrect — you can update it from either Proof or Encompass.
Update from Proof
Log in to your Proof account using one of the following in Chrome (preferred) or Firefox:
- Select the hyperlink on the Proof eClosing form in Encompass.
- Navigate directly to the transaction in your Proof account (or the Fairfax testing environment for test transactions).
Locate the transaction, make the desired edits, and send it to the signer(s).
Update from Encompass
On the Proof eClosing form in Encompass, use the Update Order button to update the draft transaction created when you selected Place Order. This button is grayed out until you've placed the initial order.
Merged package
If you re-order your Closing Documents as a merged package, the new package replaces the older version from the initial Place Order — Proof only pulls the latest "Closing Documents."
Separate attachments
Newer document versions replace older ones. However, any documents not being replaced that remain in the eFolder will still be pulled to Proof when you select Update Order.
For example: if you ordered a "Printer Settings Document" in your initial Place Order, it remains in the eFolder. If you order a new closing package without re-ordering that document, the original version will re-pull when you select Update Order. Remove old documents from the eFolder if you don't want them included.
See Order documents from Encompass for more about merged vs. separate attachments.
Updating orders already sent to signers
- Need to update a transaction already sent? See Recall orders from Encompass.
- Need to update a hybrid transaction already completed by the signer(s)? See Replace hybrid orders from Encompass.
Summary Checklist
- From Proof: log in via the eClosing form link or directly → edit transaction → resend.
- From Encompass: reorder updated documents in the eFolder first, then select Update Order.
- Remove old documents from the eFolder if you don't want them re-pulled on update.
Updated