Proof Transactions in the Business Portal

Overview

Learn to create and send Proof transactions through the user interface (UI) in the business portal. Proof transactions are secure, identity-verified eSignatures for documents that don't require notarization.

🎯Primary Audience: Proof for Business

When Proof is selected, signers must pass a higher level of scrutiny to prove their identity. The Proof flow requires signers to undergo a combination of verification methods you select (see Step 6 below). You select the verification method for your signer when you create the transaction:

• You can select different methods for every transaction.
• You must select at least one verification method.
• You can select all three.

Create a Proof Transaction

1. Log in to your Proof account.
   
   
2. Click Send & manage from the navigation panel on the left:
   • If you don't see the panel, click the caret to expand it.
     
     
3. Click Send new transaction
   
   
4. Select Proof from the dropdown.
   
   
   
5. Provide the signer's information:
   1. Required: First and last name, email address, and phone number.
   2. Optional: Click +Add signer address to include an address for the signer.
   3. Check the box next to This is a representative signer if the signer is signing on behalf of another person or entity.
      
      
6. Check at least one box to add identity verification methods with Proof:
   • IAL2-compliant identity verification:
     • Credential Analysis of a Primary ID, plus a liveness check against the ID provided.
     • SMS (text message) is required when IAL2-compliant is selected. The box is automatically checked, and it becomes greyed out (unless you uncheck IAL2-compliant). 
   • SMS (text message) Multi-factor authentication (MFA): 
     • Required if IAL2-compliant is selected.
   • Knowledge-based Authentication (KBA).
     
     
7. Does this transaction require additional signers?
   • Add an additional signer, if applicable, click +Add recipient to add another signer, and repeat as needed.
     
     
8. Upload the documents and set requirements.
9. Set a signing schedule, if desired.
   
   
10. Add a customized message to be emailed to your signer. Optional, but encouraged!
    
    
11. Select the desired payment option.
    
    
12. Click Send transaction or, to save and return later, click Save & exit

Proof Signer Experience

After you click Send transaction, the signer receives a link via email and text message to begin the signing process.

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