Learn how to sign and access documents that were assigned to a signing group.
Who this is for
The information and/or process below is for all users who can join or have completed a meeting.
What to expect
When you receive an email for a transaction in a shared inbox, anyone with access to the shared email can complete the transaction.
Once someone begins the transaction, other members of the shared inbox cannot access the same transaction to ensure only one person is interacting with the document(s) at a time.
Read What to expect during online notarization with Proof for more information about the process.
Sign documents
The instructions below are for a new user. If you already have a Proof account, you can log in.
- Click Sign documents now in the email.
- Provide your individual email address to begin.
- Click Sign document.
- Type your name and click Submit.
- Check your email for an invitation.
- Click Access transaction in the email.
- Set a password.
- Click Sign now.
- Proceed through the rest of the process.
After you complete the transaction, view, download, and share the documents using the button on the confirmation screen.
Access the completed documents
You receive an email with a link to access the completed documents. Click the link to sign in to your account and follow the instructions below to access the documents from your account:
- Log in to your individual account (not using the signing group email).
- Click View next to the transaction you'd like to open.
- Download or share a completed document using the buttons in the upper right corner.