[Title Agencies] Learn how to make an adjustment to your order and what to expect.
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. This would alter the audit-trail of the attempted or completed 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.
After making any necessary adjustments to the transaction, be sure to select Send Transaction. The transaction status will return to Order Placed to allow our Closing Operations Team to review and resend to your client. Save & Exit will save all details, but keep the transaction as a draft in your dashboard.
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? Send us an email at support@notarize.com!