Shipping on September 18, 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.
These enhancements deploy to our Fairfax environment on Friday, September 15, 2023, and our production environment on Tuesday, September 19, 2023.
Enhancements
Automatic Tagging for bookmarked PDFs
Customers can utilize templating to tag documents on previously bookmarked PDFs automatically. This means documents will be split based on bookmarks and tagged based on templates.
Please reach out to your Customer Success or Solutions Manager to enable the Tag Documents feature on your account. If you don't have a Success Manager, contact Customer Support instead. (DAS-1276)
Who does this impact?
- Audience: Title Agents and Lenders utilizing document templates for auto-tagging
- Transaction Types: Real Estate transactions
Fixed!
Real Estate contacts fix
We fixed an issue where real estate contacts saw the meeting refresh every time a signer fulfilled a conditional field. (SE-4667)
Who does this impact?
- Audience: Real Estate meeting contacts
- Transaction Types: Real Estate transactions with meeting contacts
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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