Create an Identify transaction with SoftPro integration

Use the process below to create a Proof Identify transaction with the SoftPro integration.

Proof supports identity verification of one individual at a time in a standalone Identify transaction. If you'd like to verify the identity of more than one person, you can repeat the steps below as needed for each person.

Who can do this

Any user in your organization who has access to create transactions in both SoftPro and Proof.

What you need

• A transaction created in SoftPro
• An API key from Proof (read Generate a full-access API key for details)

Create the transaction in Proof

1. Navigate to the 360 tab after the transaction is created in SoftPro.
2. Click Services in the Transactions box at the top of your account.
3. Find Settlement Services in the navigation on the left.
4. Select Proof - Verify Identity | Notarize Online | eSign.
   
5. If this is your first time logging in to Proof from SoftPro:
   • Select Login in the Product Management pop-up window.
     
   • Type or paste the full-access API key from Proof in the pop-up window to connect SoftPro to Proof.
   • Check the Remember Me box to avoid this step in the future.
   • Click OK.
6. Click Add in the lower left corner of the pop-up window.
7. Select Identity Verification in the Product Selection window.
8. Select the desired identity verification method from the Identity Verification dropdown menu.
   
9. Check the box next to the person's name to confirm the selection.
10. Click Submit.