View identity data for your signers when the transaction is initiated as an IAL2-compliant transaction or an online notarization. Viewing this information allows you to better monitor transactions with the potential to catch fraud.
Who this is for
Any user in your organization with an owner or admin role and notaries sourcing transactions (NSTs) can perform the actions described below.
The identity information you have access to depends on your user role and your organization's subscription.
What to expect
The Identity tab includes the following for each attempt by every signer:
- Profile
- Timeline
- Credential viewer to see:
- Image of ID
- Image of selfie
Access the Identity tab
Log in to your Proof account to complete the steps below.
- Click Send & manage (or My closings) from the navigation panel on the left.
- Find the desired transaction.
- Click the transaction name to open the Transaction Details.
- Click Identity at the top of the page to display the identity information available for the transaction.