Clone a transaction to copy all the information from an existing transaction to a new transaction.
This can be helpful if you send the same transactions and documents to the same recipients.
Who can clone transactions
Any user in your organization with an owner, admin, team member, and sender role can perform the action below.
What to expect
Any transactions can be cloned except if it's a draft.
When you clone a transaction, everything is copied from the original except fields on the document that were filled out when the transaction was completed. The fields will remain, but any information or signatures that were added are cleared when the transaction is cloned.
Clone a transaction
Log in to your Proof account to complete the steps below.
- Click Send & manage or My closings from the menu on the left to view a list of your transactions.
- Click the transaction you'd like to clone to open it.
- Click Transaction actions in the upper right corner.
- Select Clone transaction from the options.
A message confirming the action appears and the cloned transaction opens. Edit the transaction as desired (replace the document if needed) and send.