When you upload a document for a real estate transaction, select the buyer or seller variant for a document, so only that set of tags applies when a document is matched to a template. This prevents buyer fields from appearing on a seller's document, and vice versa.
This feature is available for real estate transactions using the template matching, and must be enabled by Proof.
How Variants Work
Proof's Templating Team can add buyer and seller fields to templates for Close, Notarize, and Sign transaction types.
Designation assignments are managed by the Templating Team and are not editable by signers.
Upload a Document and Select a Variant
When uploading a document to a transaction with Place an Order enabled, you'll see a Designation Variant dropdown.
- Select Buyer or Seller from the dropdown menu to indicate which set of fields to apply.
When you select a designation variant and upload a document, your selection isn't displayed after the document is added. If you need to change the variant, delete the document from the transaction and re-upload it with the correct variant selected.
If no variant is selected, fields will populate depending on which template the document matches.
Summary Checklist
- Contact your Customer Success Manager (CSM) or Proof Support about Templating Services.
- When uploading a document, select the correct designation variant (Buyer or Seller) so the correct fields apply for the transaction.
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