The short answer: The History tab inside any transaction shows a real-time activity timeline for your client, and the Status column on the All Transactions page gives you a quick read on where things stand. Use both to decide when and how to re-engage.
For more detailed status information on orders sent to Closing Operations for real estate transactions, see Check status for orders sent to Closing Operations.
1. View transaction history
- Log in to your Proof account.
- Select Transactions from the left menu.
- Click a specific transaction to open Details.
- Select the History tab.
2. Transaction status definitions
When viewing transactions from the All Transactions page, you'll see a status in the Status column. You can also see the most recent status at the top of the History tab in the Transaction Details window. Below is an alphabetical list of statuses and their definitions.
| Status | Definition |
| Active |
An event in the History log indicating you selected either:
|
| Attempted |
Attempted indicates that your client began the notarization process but was unable to finalize the session. Because the transaction remains unfinished, the signer must re-access the platform to complete their request. Common Reasons for an "Attempted" Status Include: Identity Verification (IDV) Issues: The signer started the ID verification or KBA (Knowledge-Based Authentication) process but closed the browser or timed out before finishing. Technical Difficulties: The signer encountered hardware issues while testing their camera and microphone or experienced a dropped internet connection. Session Abandonment: The signer exited the setup flow prematurely for any reason. |
| Canceled | The reason for cancellation can be found on the History tab of the Transaction Details window. |
| Completed | The transaction is complete. You can view and download completed documents if payment has been made successfully. |
| Completed with Rejections | A subset of documents is complete. Typically seen when signers upload their own documents and include an unnecessary file (such as a photo of their ID). The notary may reject the unnecessary document and complete only the intended one. |
| Expired | The transaction date or window set at creation has expired. Choose a new transaction date or window to proceed. |
| In Progress |
Indicates that the signer is actively moving through the Proof platform's required steps. Unlike a static status, this is an expandable category that tracks real-time technical milestones. When you expand the In Progress section, you will see specific "Events" such as: Identity Verification In Progress: The signer is currently capturing their ID or answering security (KBA) questions. Meeting Requested: The signer has passed verification and is now waiting in the queue for the next available notary. Meeting Started: The signer and the notary have successfully connected, and the live video session is underway. |
| Order Placed | Your closing package has been sent to the Proof Closing Operations queue for preparation. |
| Partially Complete | At least one signer has completed a multi-signer transaction, but at least one has not. |
| Received | Your client has received the transaction email but has not taken any action yet. |
| Sent |
The transaction has been sent. Your client has received an email from noreply@proof.com with a link to start their transaction.
⚠️
This status will not appear if your account has signer emails disabled.
|
| Viewed | Your client selected the link in the transaction email and viewed their transaction on the Proof platform, but has not taken further action. |
Summary Checklist
- Select Transactions → Transaction Details → History to view the activity timeline.
- Use the status definitions table to understand where your client is in the process.
- Re-engage customers as needed based on their current status.
Still Unsure?
Our support team is happy to help. Submit a support request or chat with us from any page in the app.
Updated