After you send a transaction, you can take certain actions depending on the type of transaction and its current status. Read the table below for a brief explanation of the available transaction actions and the requirements needed to take that action.
Learn more about transaction status definitions here.
Who this is for
Any user who sends transactions, including business, real estate, and notaries sourcing their own transactions.
Transaction actions
Read the table below to understand what you can do with a transaction and what is required to take that action.
Click a link under the Action column to learn how to perform that action.
Action | Transaction type | Required status |
Archive | Any | Complete |
Cancel | Any | Sent |
Delete | Any | Draft |
Edit | Business only | Sent |
Force-complete | Any | Any except Complete |
Recall | Real estate only | Any except Attempted or Complete |
Resend | Any | Any except Complete |
Unarchive | Any | Archived |