Shipping on November 11, 2024
We're constantly working to improve your Proof experience! Here are some highlights of recent enhancements and fixes.
Release notes and dates are subject to change. Updates are added in red text and underlined.
| Test environment ("Fairfax") November 7 -> Production November 11 |
Enhancements
New transaction creation flow
Test out our new transaction creation experience before this change becomes permanent in December! The new transaction creation form supports all of the items below.
Additional fields for Sign transactions, including:
- File number
- Loan number
- Contacts (points of contact)
- Recall functionality.
New transaction features, including:
- Setting a signing order
- Mixed signing requirements
- Signing groups
Who does this impact?
- Audience: Lenders
- Transaction Types: Current and future drafts
CC contacts on transactions (BIZ-4769)
CC contacts will be released on Tuesday, November 12, 2024.
You can now add a CC Contact (courtesy copy contact) to a transaction. CC’d contacts will receive:
- An email once a transaction has been sent
- A second email once the transaction is completed that includes documents for downloading
Who does this impact?
- Audience: Available for organizations in the Business, Title, and Lender portals
- Transaction Types: All
File number + Loan number fields added (BIZ-6620)
Organizations can now add or edit a file number and/or loan number to Identify transactions created from Identify EasyLinks.
Who does this impact?
- Audience: Available for organizations in the Business, Title, and Lender portals
- Transaction Types: Identify transactions created via EasyLinks
Fixed!
Exemplar export error fixed (NX-4742)
We’ve closed this small gap present for onboarding notaries which disallows them from exporting the exemplar prematurely.
Who does this impact?
- Audience: All onboarding notaries or notaries with incomplete profiles
- Transaction Types: Applies to notaries with incomplete profiles (now and in the future) and onboarding notaries (now and in the future).
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!