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Explore White Text Tagging and how senders can use it on the documents.
White Text Tagging is a tagging solution that Title Agents can implement to automatically tag their documents with signer fields when sending them through Proof. When a document is uploaded to the Proof platform via API or UI, the platform locates white text placeholders and automatically adds the prescribed designations for signers and/or a notary to annotate the document.
🎯Primary Audience: Title Agents
White Text Tagging Implementation
Proof will set your Title account to have either [STANDARD] or [STANDARD - HIDDEN]. These are set on the account level but can also be switched for individual documents uploaded to Proof.
Adeptive Software is a resource for Title Agents implementing these white text tags.
- [STANDARD]: Proof sets this on the account level if the Title Agent uses white text in their white-text tag syntax.
- [STANDARD - HIDDEN]: Proof sets this on the account level if the Title Agent uses non-white text (black, blue, red, etc.) in their white-text tag syntax.
This will expedite the process of Proof Closing Ops being able to get transactions sent to signers. If Title Agents want to send transactions directly to signers and not utilize Proof Closing Ops, they can also white-text tag their documents before sending them to Proof. See 'Sending Directly to Signers' in Place an Order from ResWare to Proof for more information.
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