Audience: Organizations

The short answer: You can cancel a sent transaction that hasn't been completed yet — but cancellation is permanent and can't be undone. If the error can be fixed during the notary meeting, do that instead.

Cancel a Transaction

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
⚠️
Cancelling a transaction is not reversible. Cancelled transactions are no longer accessible to your customers.

Which Transactions Can Be Cancelled

Transaction Type When It Can Be Cancelled
Real Estate Expired transactions only
Business Sent but not yet completed

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.

1Select Transactions from the left navigation menu, then find and open the desired transaction.
2

Select the Transaction Actions button in the upper right corner of Transaction Details.

Transaction Actions dropdown button
3

Select Cancel transaction, then select Delete in the confirmation pop-up. You'll return to your Transactions page once the transaction is deleted.

Cancel transaction confirmation modal

Summary Checklist

  • Confirm the transaction has been sent but not completed.
  • Determine whether the error can be corrected during the meeting instead.
  • Cancel from Transaction Details using the Transaction Actions menu.

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Still unsure? Our support team is happy to help. Submit a support request or chat with us from any page in the app.

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