Audience: Organizations
The short answer: Here's how to view, monitor, refresh, and manage transactions within the Proof–Salesforce integration. This applies to business accounts with the Salesforce integration installed and configured.
View transaction information
After sending a transaction, select the dropdown next to the transaction name to view additional details, including:
- The primary signer
- The date the transaction was sent
- The list of documents included in the transaction
- The detailed transaction status
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Transaction status helps identify whether the signer has opened, started, completed, or abandoned the transaction workflow.
Send reminders to signers
If a signer does not complete the transaction within 24 hours, Proof automatically sends a reminder email. To manually send a reminder:
- Select the alarm clock icon next to the transaction status.
- Select one of the available reminder options:
- Send Reminder via Email — allows you to add a custom message before sending.
- Send Reminder via SMS — available only if the signer has an SMS-capable phone number on the transaction.
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SMS reminders require a valid mobile phone number to be included with the signer's information during transaction creation.
Manually refresh transaction information
- Select the dropdown next to the transaction.
- Select Refresh Data from Notarize.
This pulls the latest transaction status and data from Proof.
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If you're using automatic document retrieval, you may need to fully refresh the browser page before completed documents appear in the Notes and Attachments section.
Troubleshooting
- Transaction updates not appearing → manually refresh the transaction data.
- SMS reminders unavailable → confirm the signer has a valid mobile number.
- Completed documents missing → fully refresh the Salesforce browser page.
- Transaction information appears outdated → verify the Salesforce integration is communicating successfully with Proof.
- Transaction controls unavailable → confirm your Salesforce account has the required permissions.
Summary Checklist
- Select the dropdown next to the transaction name to view status and details.
- Send reminders via the alarm clock icon — email or SMS (SMS requires a valid mobile number).
- Dropdown → Refresh Data from Notarize to pull the latest transaction data from Proof.
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Still unsure? Contact Proof Support for help.
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