Steps to download a completed notary-meeting video for one of your customers.
🎯Primary Audience: Title Agents & Lenders
You'll be notified by email once your signer has completed their notarization. Click on the link in the body of that email to log in to your Proof account.
Transaction Details window (Real Estate)
Log in to your Proof account to complete the steps below.
- Click Send & manage from the navigation panel on the left:
- If you don't see the panel, click the caret to expand it.
- Select Created by me from the Send & manage menu to view your own transactions or remain on the All transactions default:
- Refer to View Your Team's Transactions for instructions on searching and filtering transactions.
- Click on the transaction to open the Transaction Details window.
- Click HISTORY at the top of the window to display that tab.
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