Set a Closing Window or Scheduled Closing Date

Overview

You can choose when your clients can sign by selecting the signing schedule:

• A Date Window is a range of dates that gives the client flexibility to sign at any point during that range.
• A Scheduled Closing is a specific date and time.

🎯Primary Audience: Title Agents & Lenders

Date Window

Choose Date Window to allow signers to complete a transaction during a specified date range. Signers will have the entire window to complete their closing on Proof. 

Scheduled Closing

Closing Date

Choose Scheduled Closing if there is only one day that your clients can join a meeting with a notary to close on their property. They won't be able to join a meeting before or after the date you select. If they miss the meeting, they will no longer have access to this transaction.

Closing Time

You can also specify the time that the closing should occur. The scheduled time appears in the email the signer receives to access their transaction to know when they should be joining.

Read about adding a buffer to prevent signers from joining your scheduled meetings too early.

Once the order has been placed, you can view a transaction summary, including the transaction activation and expiration dates you selected:

• Your clients can review their documents before the activation date, but they will not be able to sign in front of a notary until the transaction is activated. 
• Your clients will not be able to sign the documents once the transaction has expired.
• Adjust the transaction activation and expiration dates by recalling the transaction. This will put the transaction back into a draft state, and it will be resent to your clients once it is updated.

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