The short answer: You can cancel a transaction that's been sent but not yet notarized. Cancelling can't be undone, but the transaction record is preserved — you can still view, archive, delete, or clone it afterward. If the error can be fixed during the notary meeting, do that instead.
Cancelling vs. Correcting During the Meeting
If the transaction hasn't been sent yet, you can edit or delete the draft rather than cancelling. Depending on your organization's settings, it may be possible to correct errors during the meeting using notary tools.
❌ Cancel when...
- The transaction was sent to the incorrect email address
- The number of signers has changed
- A duplicate transaction was created
- Documents have changed
✅ Correct during the meeting when...
- The signer needs to use a witness
- The tags were placed incorrectly
Which Transactions Can Be Cancelled
| Transaction Type | When It Can Be Cancelled |
|---|---|
| Real Estate | Sent or Attempted, before notarization is completed |
| Business | Sent or Attempted, before notarization is completed |
Once any notary meeting has been completed on a transaction, it can no longer be cancelled. You can also edit transactions that haven't been attempted by signers yet — edit a business transaction or recall a real estate transaction. If editing isn't possible, determine whether the error can be corrected during the meeting before cancelling.
Cancel a Transaction
Log in to your Proof account to complete the steps below.
Select the Transaction Actions button in the upper right corner of Transaction Details.
Select Cancel transaction, then confirm by selecting Cancel transaction again in the pop-up. The transaction moves to a Canceled status and stays visible in your Transactions list — it isn't deleted.
(Optional) Want to permanently remove a cancelled transaction instead of keeping the record? Open Transaction Actions again and select Delete transaction. Unlike cancelling, deleting cannot be undone and removes the transaction entirely.
Summary Checklist
- Confirm the transaction is Sent or Attempted, and hasn't had a notary meeting completed.
- Determine whether the error can be corrected during the meeting instead.
- Cancel from Transaction Details using the Transaction Actions menu.
- The cancelled transaction stays viewable — archive, delete, or clone it as needed.
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