When a business organization recalls a transaction, it returns the transaction to a draft. The business organization can make adjustments and updates, including the loan/file number, signer email address, activation/expiration dates, and adding or removing documents before the document is notarized.
A transaction can be recalled when the transaction status is one of the following statuses:
- Order Placed
The different transaction states
Recall a transaction - returns the transaction to a draft. You can recall a transaction to make edits and send it to the signer. Available only for Real Estate transactions.
Cancel a transaction - is only available for transactions that have been sent but not completed. It will no longer be accessible to the signer or you. A new transaction must be created to send to the signer.
Delete a transaction - is only available if the transaction is in draft status. You can delete draft transactions in bulk.
Depending on your user type, you may have access to some or all of the related resources below.
Notaries and Enterprise customers: You must log in to the Knowledge Base to access most notary articles. Check out Access Knowledge Base Articles as a Notary for assistance.
- Real Estate: Edit a Real Estate Transaction
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