Search and filter transactions

Users can easily search and filter transactions to find the ones they're looking for. This is especially useful if you and your team generate a lot of transactions.

Who can do this

Any user in your organization with an owner, admin, team member, and sender role can perform the action below.

Search transactions

Log in to your Proof account to complete the steps below.

1. Click Send & manage (or My closings) from the navigation on the left to open all transactions.
   • If you don't see the panel, click the caret towards the upper left to expand it.
2. Use the search box above the list to type the name, email address, or transaction ID associated with the transaction you'd like to find.

Filter transactions

You can filter transactions using the dropdown menus above the list of transactions.

1. Click Send & manage (or My closings) from the navigation on the left to open all transactions.
   • If you don't see the panel, click the caret towards the upper left to expand it.
2. Click the dropdown menus to filter the search results.
   • Click Status dropdown and check the box to show all transactions with the selected status(es).
   • Click Date created and select the relative time, or select Custom to choose your own date.
   • Click Date completed and select the relative time, or select Custom to choose your own date.

Filters are automatically applied as you make selections with the dropdown menus.

Filter	Example
Status
Date created
Date completed