Skip to main content

Cancel a transaction

  • Updated

Organizations and notaries can cancel a transaction if it contains errors that cannot be fixed during a notary meeting. 

You can also edit business or real estate transactions that haven't been attempted by the signers yet. Click the appropriate link below to learn how:

If editing the transaction is not possible, read the information below to determine if the error can be corrected during the meeting.

Who can do this

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

Cancelling vs correcting during the meeting

Reasons to cancel a transaction may include:

  • The transaction was sent to the incorrect email address
  • The number of signers participating has changed
  • A duplicate transaction was created

If the transaction hasn't been sent yet, you can edit or delete the draft rather than canceling the transaction. 

Transactions can only be canceled if they have been sent but not complete.

Depending on the organization's settings, it might be possible to correct errors during the meeting using notary tools. Reasons to correct during the meeting may include:

  • Documents have changed
  • The signer needs to use a witness
  • The tags were placed incorrectly

Which transactions can be cancelled

The option to cancel is only available for:

  • Real estate transactions that are expired.
  • Business transactions that have been sent, but not completed.

What to expect

  • Transactions that are canceled are no longer accessible to your customers.
  • Cancelling a transaction is not reversible. 

Cancel a transaction

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

  1. Click Send & manage (or My closings) 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 in the upper right corner.
    transaction actions dropdown button business.jpg
  4. Select Cancel transaction.
  5. Click Delete in the pop-up to confirm that you'd like to delete the transaction.

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

Related articles