Tracking Transaction Status
Tracking the current status of a Proof transaction is as easy as referencing the detailed_status
field on the transaction object. Proof will notify you of most status changes through our webhooks, but you can also poll for the current detailed_status by calling the GET Transaction endpoint.
Transaction Status Sequences
Transaction detailed_status values are listed below in the rough order that they occur over a normal transaction lifecycle. A given transaction will not use all the status values listed due to the presence of product-specific statuses. Transactions may skip statuses in the sequence listed below for a number of reasons.
detailed_status | Description |
---|---|
draft | Transaction was created and all fields can be edited |
active | Transaction is ready to be signed and transaction access links have been activated. Only appears when Proof emails have been suppressed. |
sent_to_title_agent | For lenders using collaborative transactions, the transaction has been shared with the title agent. The title agent has been notified that the transaction is ready for their documents. |
order_placed | The transaction has been sent to Proof Closing Operations (only applicable to real estate organizations using Proof Closing Operations). |
sent_to_signer | Transaction is ready to be signed and Proof has sent them the transaction invitation email (and SMS if phone number included in signer object). |
recalled | Transaction was recalled to draft status and all fields can now be edited. Real Estate only. |
viewed | Signer has viewed the transaction but not yet started signing. The transaction can be recalled if changes are required. |
meeting_in_progress | A meeting is currently in progress for this transaction. |
attempted | For a notarization, signer entered the notary meeting but the meeting was ended before the signing was complete. For an eSign, signer began the signing flow but did not complete the document. |
partially_complete | For multi-signer transactions, at least one signer has completed their requirements. |
complete | Transaction is complete and all documents are signed |
complete_with_rejections | Transaction is complete, however some documents were rejected in-meeting by the notary. Real estate customers should create a new transaction of type "trailing_docs" with corrected documents. |
esign_complete | For hybrid transactions, the e-sign portion of the signing is complete. |
wet_sign_complete | For hybrid transactions, the wet-sign portion of the signing is complete. Wet-signed documents have been uploaded to Proof. |
awaiting_payment | The transaction is complete but has not been paid for. Documents will not be released until the document has been paid for. |
expired | The signing window passed before the transaction was completed. |
Updated 3 months ago