The short answer: Auto-send automatically delivers your transaction to signers or title agents once documents finish importing from Encompass — so closers don't need to log in to Proof and manually click Send.
When to Use Auto-Send
Lenders with the Proof-Encompass integration and high template accuracy can use auto-send by default for Hybrid, Hybrid with eNote, and online closing transactions on the Collab workflow. You can check or uncheck auto-send on each individual order, and your organization can set a default based on your team's comfort level.
Auto-Send Unchecked
When auto-send is unchecked and you click Place Order on the Notarize with Proof eClosing form in Encompass, the transaction is created in Proof and your documents begin importing.
A yellow importing documents status displays at the top of the form. Documents can take up to 10 minutes to finish processing.
The status updates to ready_to_send once documents have finished processing (you may need to click Refresh). The closer on the file also receives an email notification at this point.
From here, you can log in to Proof, review the order details and documents, and manually click Send. This approach takes more time but is useful for new loan packages or when your team is building confidence with eNotes.
Auto-Send Checked
When auto-send is checked and you click Place Order, the status will still show importing_documents — but you don't need to wait. Once documents finish processing, the transaction is automatically sent to the next closing party.
If any errors are found in the package, an email is sent alerting the closer to log in to Proof, review the documents, and send the transaction manually. The error will also appear in the order status box on the eClosing form.
Summary Checklist
- Confirm your organization's default auto-send setting matches your team's comfort level.
- Check or uncheck auto-send on each individual order as needed before clicking Place Order.
- If auto-send is off, wait for the ready_to_send status, then manually send from Proof.
- If auto-send is on and errors occur, check your email for an alert and review the package in Proof.
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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