Automatically send email notifications to contacts for specific transactions to streamline your process and ensure your team is on the same page.
Who can use this
Users in your organization who can create and send transactions and notaries sourcing transactions (NSTs) can perform the steps below.
Read more about user roles for your organization here.
Anyone with an email address can be added as a CC contact; they do not need to have a Proof account.
How it works
Anyone who is added as a CC contact receives a notification when:
- The transaction is sent.
- The meeting is a complete.
When the meeting is complete, the CC contact receives a code to view the completed documents.
Add a CC contact
Add desired CC contacts when you create your transaction.
- Click + Add CC contact.
- Type the contact's email address.
- Click + Add additional CC contact to add more contacts, if desired.