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

Know 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

Steps to Cancel a Single Transaction

1. Log in to your Proof account.
2. Click Send & manage from the navigation panel on the left:
   • If you don't see the panel, click the caret to expand it.
3. Select Created by me from the Send & manage menu to view your own transactions or remain on the All transactions default:
   • Review Search for a Transaction for instructions on searching and filtering transactions.
4. Click on the transaction to open the Transaction Details window.
5. Click Cancel Transaction at the bottom of any tab in the Transaction Details window.

Notes

• 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.

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