Change Your Name on Your Proof Account

Audience: Recipients

The short answer: You can update your first and last name directly from your account profile. Where you click to get there depends on whether you're already in a transaction.

Change Your Profile Name

How you get to your account settings depends on whether you're currently in a transaction:

Not Currently in a Transaction +

  1. Select your initials in the upper right corner of your account.

    Consumer account dropdown menu showing Identity, Account information, and Data & privacy options
  2. Select Identity from the dropdown menu.

  3. Select Edit in the Basic information section.

    Identity page showing Basic information section with Edit button highlighted

  4. Make the desired changes using the name fields provided.

    Edit basic information panel with first name, last name, and address fields
  5. Select Save.
Already in an Active Transaction +

  1. Select the question mark icon in the upper right corner, then select Account settings from the menu.

    Document review screen showing the question mark icon menu with Account settings option highlighted

  2. On the Identity page, select Edit in the Basic information section.

    Identity page showing Basic information section with Edit button

  3. Make the desired changes using the name fields provided.

    Edit basic information panel with first name, last name, and address fields
  4. Select Save.

Summary Checklist

  • Not in a transaction? Select your initials → Identity → Edit.
  • Already in a transaction? Select the question mark icon → Account settings → Edit.
  • Update your name fields and select Save.
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Still unsure? Contact Proof Support for help.

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