Shipping on September 6, 2023
We are constantly working to improve your Proof experience. Here are some highlights of what’s changing.
Release notes and dates are subject to change.
Enhancements
Tag Documents feature for Real Estate
Introducing a new automatic tagging option for Real Estate users leveraging Document Templates! By enabling a new Tag Documents setting, customers can use document templating to automatically tag documents without splitting. This is useful for customers who upload pre-split packages. (DAS-1181)
If interested in this feature, reach out to your Success Manager. If you don't have a Success Manager, please contact Customer Support.
Who does this impact?
- Audience: Title Agents and Lenders using Document Templates
- Transaction Types: All
Document requirements count
We updated the document Prefill and eSign screens to clearly display how many fields signers have left to fulfill on each document in their package. Every document in a package highlights the number of completed requirements on the document. This number updates as the signer completes each requirement. (SE-4508)
Who does this impact?
- Audience: Signers
- Transaction Types: eSignatures and Notarizations (if signers can sign ahead or prefill fields before meeting with the notary)
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!
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