The short answer: You can edit a sent transaction to change details — but only while it's still in Sent status. Editing moves the transaction to Draft temporarily, and recipients keep their existing link.
Which Transactions Can Be Edited
You can only edit transactions that are in the Sent status. If the recipient has begun the transaction and the status has moved to Attempted, you cannot edit it.
The option to edit will not appear in the Transaction actions menu if the transaction cannot be edited.
How It Works
When you edit a transaction, it is moved into Draft status. If the recipient tries to access the transaction while it's being edited, they receive a message indicating that updates are being made.
- Recipients of the transaction will not be sent a new transaction link when edits are made. Their existing link will function normally after the edits are finalized.
- If new recipients are added to the transaction, they will be sent a transaction access link.
Edit a Transaction
Log in to your Proof account to complete the steps below.
- Click Transactions from the navigation on the left.
- Find and open the transaction you'd like to edit.
- Click Transaction actions in the upper right corner.
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Select Edit transaction.
- Make the desired changes.
- Click Update transaction to confirm and send the changes to recipients.
Summary Checklist
- Confirm the transaction is in Sent status before editing
- Open the transaction and click Transaction actions
- Select Edit transaction, make changes, then click Update transaction
Still Unsure?
Our support team is happy to help. Submit a support request or chat with us from any page in the app.
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