Cancel a Single Transaction

Overview

Learn how to cancel a single transaction.

To bulk delete transactions in Draft status, read Delete Transactions in Bulk. 

🎯Primary Audience: Proof for Business

When to Cancel a Transaction

If a transaction contains errors that cannot be fixed during the meeting, you must cancel the transaction and generate a new one. (Transactions cannot be edited once they are sent.)

Errors that can be fixed during a meeting

• Signer name misspellings
• Document tagging

Errors that cannot be fixed during a meeting

• A transaction was sent to an incorrect email address
• Documents need to be replaced
• The number of participating signers has changed

Before You Cancel

• The option to cancel is only available for transactions that have been sent but not completed.
• Transactions that are canceled are no longer accessible to your customers.
• Cancelations are not reversible.
• You cannot void completed transactions.

Steps to Cancel a Single Transaction

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

Review Search for a Transaction for instructions on searching and filtering transactions.

1. Click Send & manage from the navigation panel on the left.
   • If you don't see the panel, click the arrow to expand it.
2. Click the desired transaction to open the Transaction Details.
3. Click the Transaction actions button at the top of the page.
   
4. Select Cancel transaction.
5. Click Delete to confirm that you'd like to delete the transaction.

When the transaction is deleted, you'll return to your Send & manage page.

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