The short answer: Sign transactions let you send documents to be electronically signed without a notary meeting. They go directly to your signer and are included in Premium plans for organizations.
Send a Sign Transaction
Log in to your Proof account to complete the steps below.
1. Start a New Sign Transaction
Click Transactions from the left navigation menu, then click Send New Transaction in the upper right corner. Select Sign from the options.
2. Add Transaction Details
Fill in the optional information you need:
- Type the transaction name.
- (Command Center customers only) Add a cost center if it's enabled for your organization.
- Add an external ID, file number, or loan number (real estate organizations only).
- Add CC contacts to notify colleagues and share documents when the transaction is complete.
3. Add Signer Information
Provide the signer's name and email address, or select a saved recipient. If you have multiple signers, click Add Recipient, select the type, and add their information. Repeat as needed.
4. Add Identity Verification (Optional)
Click the switch next to Add Identity Verification to require signers to verify their identity before signing. Select your preferred verification method from the dropdown.
5. Add Closing Contacts (Optional)
Real estate organizations can click Add Contact to include closing contacts who should receive updates about the transaction.
6. Upload and Prepare Your Document
Upload your document and add fillable fields where signers need to sign or enter information.
7. Set a Signing Window (Optional)
If you want signers to complete the transaction within a specific date range, set a signing window.
8. Add a Message to Signers (Optional)
Type a message to your signers in the provided box. This message will be included in their notification email.
9. Send the Transaction
Click Send Transaction. Your signers will receive an email with a link to review and sign the document. Once all parties have signed, you and any CC contacts will receive an email notification to download the completed document.
Summary Checklist
- Click Send new transaction and select Sign
- Add signer information and optional identity verification
- Upload and prepare your document with fillable fields
- Send the transaction — it goes directly to signers
Still Unsure?
Our support team is happy to help. Submit a support request or chat with us from any page in the app.
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