Skip to main content

Access Your Signer's Identification

Casey Birkholz
  • Updated

Overview

Steps to view the ID used by your customer to complete a transaction on the Proof platform.

⚠️ This feature is on by default for all organizations. If you want to suppress the ability for your employees to view your customer's IDs, please contact Support or your CSM to disable this feature.
🎯Primary Audience: Proof for Business

Steps

Log in to your Proof account to complete the steps below.

Review View Your Team's Transactions for instructions on searching and filtering, if needed.

  1. Click Send & manage from the navigation panel on the left.
    • If you don't see the panel, click the caret to expand it.
  2. Click the All statuses dropdown and check the box to select All completed at the top of the All Transactions page
  3. Click your transaction to open the Transaction Details.
  4. Click Identity at the top of the page to view that customer's information, including the photo ID they used for the transaction.
    • Click View back in the lower left corner to see the back of the ID.
  5. Right click on the ID and select Save as to download the image to your computer.

drivers license identity tab transaction details.jpg

Still have questions you can't find answers to? Click the chat icon in the corner of your screen to start a chat, email us at support@proof.com!

© 2023-2024 Notarize, Inc. (dba Proof.com) All Rights Reserved.

Related articles