Here's an overview of how to view and manage transactions in your account, including links to articles with more details for related topics.
Transactions are managed in Send & manage or My closings, which displays:
- Transactions created individually, regardless of status
- Completed EasyLink transactions
Click Send & manage from the menu on the left to access a list of transactions.
Who can use this
Any user in your organization who can create and send transactions and notaries sourcing transactions (NSTs) can perform the steps below.
Search and filter
Use the search bar at the top of the page to search for a transaction you created by typing in the name, email, or transaction ID, or use the arrows in the upper right corner to move through all transactions.
Read more about searching and filtering transactions here.
Access and download
View and download your
Read more about these functions:
Export
The Export button in the upper right corner allows you to export a list of all completed transactions to a CSV file.
Read more about exporting transactions here.
Archive and delete
You can archive and delete transactions from the list to streamline your process and ensure your transaction list only displays relevant transactions.
Read more about these functions:
Transaction statuses
Transactions have various statuses, including:
- Draft
- Sent
- Partially complete
- Awaiting payment
- Complete
Read more about transaction history and status definitions here.