Do you ever need to update an order after it has already been sent to the signer on Notarize? Maybe the closing date changed, or you typed the signer's name incorrectly by accident? Never fear, you have the option to recall orders in Notarize! Recalling an order pulls the transaction back into a draft, which allows you make any necessary adjustments including the loan/file number, signer email address, activation/expiration dates, and adding or removing documents.
Transactions can be recalled when the transaction status is one of the following: Order Placed, Sent, Received, or Viewed.
Transactions cannot be recalled once the transaction has been Completed or Attempted by the signer (NOTE Hybrid Transactions can be recalled after completion). This would alter the audit-trail of the attempted or completed transaction.
To recall a transaction, navigate to your Notarize dashboard and open your transaction. If a transaction is able to be recalled, you'll see a blue RECALL TRANSACTION button at the bottom right of the Transaction Details screen. You will need to provide a reason for recalling the transaction. If you do not see the ability to recall a transaction, please contact email@example.com for next steps.
After recalling the transaction, your signer(s) will receive an email notifying them that their documents are being updated. It will look similar to this:
After making any necessary adjustments to the transaction, be sure to select Send Transaction. The transaction status will return to Order Placed (for online closings) to allow our Closing Operations Team to review and resend to your client. For Hybrid Transactions the transaction will be resent directly to the signer(s) and be in a 'Sent to Signer' state.
Clicking Save & Exit instead of 'Place Order' or 'Send Transaction' will save all details, but keep the transaction as a draft in your dashboard.
For online closings, recalling and sending the order out places your transaction back in the Closing Operations queue, as all transactions are prepared in the order they're placed. Keep in mind, our Service-Level Agreement (SLA) includes a 4-hour time frame from the time the order is placed until the transaction is sent to your client. This gives our Closing Operations Team time to split and tag the documents, as well as double check for quality.
Still have questions you can't find answers to? Click the chat icon in the corner of your screen to start a chat with us or send us an email at firstname.lastname@example.org!
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