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Vanceo
  • Support Center
  • What's New 2026
  • Getting Started
  • Vanceo Dashboard
  • Dashboard Views
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  • Transactions
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  • Mortgage Help and What's New
  1. Home
  2. Transactions
  3. Transaction Actions

  • Transactions
    • Import a Transaction
    • Export Transaction
    • Converting a Transaction from ComplianceOne to Vanceo Dashboard and Applying a Process
    • Transactions Graph
    • Transactions Grid
    • Transaction Actions

      • Apply, Stop, and Remove a Process
      • Add, Copy, and Delete a Transaction
      • Reopen a Transaction
      • Complete a Transaction
      • Print a Transaction

      • View Transaction Details
    • Transaction Summary

Transaction Actions

Select the ellipses icon next to a transaction on the Transactions grid and select an action. Available actions may depend on a person's permissions and the status of a transaction.

  • Apply, Stop, and Remove a Process
  • Add, Copy, and Delete a Transaction
  • Complete a Transaction
  • Reopen a transaction
  • Print a transaction
  • Resetting a View
  • View transaction details
  • Import a Transaction
  • Export Transaction

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