Audience: Organizations
The short answer: After sending a transaction, you can take certain actions depending on the transaction type and its current status. Use the table below to find the right action and its requirements.
Learn more about transaction status definitions.
Transaction Actions
Click a link in the Action column to learn how to perform that action.
The Transaction actions menu on a transaction's detail page is where each of these actions lives. Availability depends on the transaction's current status — see the table below for what's allowed when.
| Action | Transaction type | Required status |
| Archive | Any | Complete or Canceled |
| Cancel | Any | Sent or Attempted (before notarization is completed) |
| Clone | Any | Any |
| Delete | Any | Draft or Canceled |
| Edit | Business only | Sent |
| Force-complete | Any | Any except Complete or Canceled |
| Recall | Real estate only | Any except Attempted, Complete, or Canceled |
| Resend | Any | Any except Complete or Canceled |
| Unarchive | Any | Archived |
Summary Checklist
- Check the transaction's current status before taking an action
- Confirm the action is available for your transaction type (business vs. real estate)
- Click the action link in the table above for step-by-step instructions
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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