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June 13, 2024 Proof Release Notes

Casey
  • Updated

About Monthly Release Notes

Release notes are subject to change. We add resources as they become available, so check back closer to release day!

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 the timeframes below:

  • New articles are published on the Monday before the release (late Sunday evening / early Monday morning).
  • Updates to existing articles are published by 8:15 am ET on release day.
ℹ️ Notary articles require users to log in to the Help Center. You can create a Help Center account at any point; your Proof account does not need to be established to view articles.

Shipping on June 13, 2024

All Real Estate Business Notaries
Lock recipient name ✅ ✅

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Command Center ✅ (Title portal) ✅

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Lock Recipient Name

What is this?

When organizations have the Lock Recipient Name setting turned ON, recipients completing transactions from that company cannot change their name in Customer Details to go into KBA and Credential Analysis or their signature name.

❗The recipient's name must be correct before sending the transaction. With this setting turned on, the recipient cannot change their name. If a mistake is made, the transaction must be recreated with the correct recipient name.

Who does this impact?

  • Audience: This feature is available to Business and Real Estate customers in the Business, Title, and Lender portals. You must opt-in to use this feature, but you can easily enable it yourself! (Instructions below.)
  • Transaction Types: All incomplete transactions

How does this work?

Organizations can enable this setting under Transaction Settings > Signer Settings > Signer Permissions section > Lock Recipient Name setting.

  • Knowledge base article: Coming soon.

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Command Center

What is this?

Command Center is a paid feature. Enterprise customers who have purchased it can now be granted access to User Management and Company Directory tools.

Key features

  • Centralized user management - allowing business owners and admins to manage their user's information and access from one hub.
  • Powerful invite and edit functions for new and existing users, including roles, capabilities, and home organizations.
  • Company directory - a visual representation of organizational hierarchy for companies with multiple branches or lines of business.

Who does this impact?

  • Audience: Command Center is available for Enterprise customers. It must be added as a paid feature, then enabled by Proof for each customer.
  • Transaction Types: N/A - This is a paid product experience.

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!

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