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July 20, 2023 Notarize Release Notes

Casey Birkholz
  • Updated

About Monthly Release Notes

Release notes are subject to change. We add resources as they become available. Links to Help Center articles are typically added in advance. Therefore, articles may be pre-release versions or may not be accessible if you access them before these timeframes:

  • New articles are typically published on the Monday before the release.
  • Updates to existing Help Center articles are published by 8:15am ET on release day.
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Shipping on July 20, 2023

All Real Estate Business Notaries
Trusted Referee Trusted Referee Trusted Referee Trusted Referee
Fraud Signaling Fraud Signaling Fraud Signaling Fraud Signaling
AATL Platform Seal AATL Platform Seal AATL Platform Seal AATL Platform Seal

Fall Back to Trusted Referee

What is this?

This feature builds upon the new Proof transaction launched in June. When signers fail the automated IAL2-compliant identity verification checks before signing any documents for Proof transactions, they will be routed to a meeting with a Trusted Referee (TR). Trusted referees are trained specialists that provide human intervention to verify the identity of a signer for eSign transactions that the system can't validate. During the meeting, trusted referees can:

  • Manually examine where a signer failed credential analysis
  • Take action on identity alerts to validate a signer’s identity
  • Request a retake of the signer’s ID and selfie to re-run identity validation
  • Pass or fail the signers

Once signers pass the validation during TR meetings, they can complete the document signing.

Who does this impact?

  • Audience: Signers of Proof transactions initiated by a Business, Title Agent, or Lender.
  • Transaction Types: Proof transactions

How does this work?

Use the Help Center articles to learn more about this feature:

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Fraud Signaling in Business

What is this?

Organization members with Admin privileges can now access a new Identity tab in the Transaction Details modal of Proof transactions. You can review the signer’s information, validation timeline, and credential analysis results, including photos of the signer’s ID card and selfie.

Who does this impact?

  • Audience: Businesses, Title Agents, and Lenders
  • Transaction Types: Proof transactions

How does this work?

Use the resources below to learn more about this feature:

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AATL Platform Seal

⚠️ The AATL platform seal feature is delayed, to be released the week of August 1, 2023.

What is this?

With this release, we now use an AATL (Adobe Approved Trust List) certificate to tamper-seal eSigned documents. When this feature is enabled, eSigned documents completed on our platform display a green checkmark if opened in Adobe. (Documents that are not secured to this standard display a yellow exclamation mark.) This initial AATL release excludes documents signed and sealed by a notary.

Who does this impact?

  • Audience:
    • Organizations (Businesses, Title Agents, and Lenders) can request this feature. At this time, this feature must be activated by Notarize.
    • Anyone using Adobe to open an eSigned document initiated by an organization with this feature will see the green checkmark. 
  • Transaction Types: eSigned documents

How does this work?

Use the resources below to learn more about this feature:

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Please don’t hesitate to reach out to your Proof team with any questions. To contact Support, click the Chat icon in the corner of your screen to start a chat with us, or send us an email at support@proof.com!

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

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