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How to Delete an Order from Encompass

Anna Scionti
  • Updated

Overview

If you ever need to cancel a transaction already sent to signers, you can do so from Notarize with Proof or Encompass. Hybrid transactions can be deleted after completion by clicking Recall > Delete.

From Notarize with Proof

Log in to your Proof account by doing one of the following in either Chrome (preferred) or Firefox browser:

  • Select the hyperlink on the Notarize with Proof eClosing form in Encompass.
    OR
  • Navigate to the transaction in Proof (or the testing Fairfax environment if it was a test transaction).

If the transaction is a draft:

  1. Locate the transaction you wish to delete.
  2. Click the trash can icon next to the transaction to delete it.

This will only appear for draft transactions.

If the transaction has been sent already, recall transactions before deleting them (this workflow will be limited for Online closings based on what state the transaction is in). See How to Recall a Transaction for more information.

From Encompass

⚠️ Deleting a transaction from Encompass will also delete the transaction from Notarize with Proof.
  1. Click Delete in Encompass to delete a transaction from Encompass and Notarize with Proof.

DeleteEncompass.gif

⚠️ If a hybrid transaction is already completed, click Recall from Signers first before deleting the order. Use the Replace Order button to update and resend completed transactions. Review How to Replace Completed Hybrid Orders from Encompass.

Still have questions you can't find answers to? Click the chat icon in the corner of your screen to start a chat, or email us at support@proof.com.

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