The short answer: Cloning a transaction copies all the details from an existing transaction — documents, recipients, and settings — into a new draft so you can resend without starting from scratch. Completed field data and signatures are cleared automatically.
How It Works
When you clone a transaction, Proof copies everything from the original — including documents, recipients, and settings. Document fields carry over, but any information or signatures that were entered when the transaction was completed are cleared in the new copy.
Users can clone any transaction created in their organization. Title agents cannot clone transactions that were initiated by a lender.
Clone a Transaction
To clone a transaction, follow these steps after logging in to your Proof account.
- Click Transactions from the left menu to view your transaction list.
- Find and open the transaction you'd like to clone.
- Click Transaction actions in the upper right corner.
- Select Clone transaction from the options.
A confirmation message appears and the cloned transaction opens. Edit the transaction as needed — you can replace the document if needed — then send when ready.
Don't see the Clone option? If you're a title agent and the transaction was initiated by a lender, the Clone transaction option is not available for that transaction.
Summary Checklist
- Open the transaction you want to clone.
- Click Transaction actions → Clone transaction.
- Edit the cloned transaction and replace the document if needed.
- Remove cloned credible witness info if a different witness will be used.
- Send the transaction when ready.
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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