Transactions Management & Records

Upcoming Changes to Transaction Export
Audience: Organizations ✅ These changes are now live. The up...
Mark Wet-Signed Documents Complete
Audience: OrganizationsThe short answer: Here's how to mark wet-signed docume...
Transaction Management Overview
Audience: OrganizationsThe short answer: The Transactions page is your hub fo...
Download Completed Documents from Your Organization's Account
Audience: Organizations The short answer: You can download your n...
Search and filter transactions
Audience: Organizations The short answer: Use the search box and filter drop...
Archive or Unarchive Completed Transactions
Audience: Organizations The short answer: Archiving moves completed transact...
Delete Draft Transactions in Bulk
Audience: OrganizationsThe short answer: You can delete multiple transaction ...
Transaction Export: Columns and How-To
Audience: Organizations Audience: NSTs The short answer: Export and downloa...
View a signer's ID
Audience: OrganizationsThe short answer: Here's how to view the identificatio...
Understanding Transaction Statuses and History
Audience: Organizations Audience: Notary-Sourced Transaction Notaries (NSTs...
Check Status for Orders Sent to Closing Concierge
Audience: Title Agents and Lenders The short answer: You can chec...

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