2026-07-20 Proof Release Notes DEPLOY-1321

Audience: Everyone
Release Notes

Shipping Date: July 20, 2026

Enhancements

Command Center Table Exports Now Support Active Filter Selection

Command Center table exports — including Users, Cost Centers, and Company Directory — now let admins choose at export time whether to export all records or only the currently filtered view.

Audience: Command Center enterprise customersRoles: Owners and AdminsGA


Verify Transaction Details Now Include Configured Verification Tool Requirements

Verify transaction details now display the specific verification tool requirements configured for that session, such as SMS or document verification.

Audience: Organizations using VerifyRoles: Owners, Admins, and SendersLimited Availability

⚠️
Applies to future transactions only.

Single Proof Requirements in Verify Transactions Presented as a Checkbox

When a Verify transaction has a single proof requirement — such as SMS verification — the transaction form now presents it as a single checkbox rather than a multi-option list.

Audience: Organizations using VerifyRoles: Owners, Admins, and SendersLimited Availability

⚠️
Applies to future transactions only.

Fixes

Verify Portal Now Identifies Agents by Assigned Role

Verify transaction links and information in the Verify portal now identify agents according to their assigned role, correctly distinguishing non-notary Verify agents from notaries public.

Audience: Organizations using Verify with agent-based sessionsRoles: Owners, Admins, Senders, and Verify AgentsLimited Availability

⚠️
Applies to future transactions only.

Verify Agent and Notary Toggle Access Restricted to Eligible Roles

Access to the Verify agent and notary toggles is now limited to users whose assigned role is eligible for that designation.

Audience: Organizations using VerifyRoles: Owners and AdminsLimited Availability


Selecting a Verify Agent on a Notarize Transaction Requires Eligible Agents to Be Configured

Selecting a Verify Agent on a Notarize transaction requires that the organization have eligible agents configured.

Audience: Organizations with an IHN but no notaries configuredRoles: Owners, Admins, and SendersLimited Availability

⚠️
Applies to future transactions only.

Verify Transaction Form Requires Phone Number When SMS Authentication Is Enabled

When an organization has SMS authentication enabled, the Verify transaction form requires entry of a telephone number during transaction creation.

Audience: Organizations with SMS authentication enabledRoles: SendersLimited Availability

⚠️
Applies to future transactions only.

Recipients Opening a Verify Link Early Now See the Scheduled Start Time

Recipients who open a Verify transaction link before its scheduled start time see the session's scheduled start time.

Audience: Verify transaction recipientsRoles: SignersLimited Availability

⚠️
Applies to future transactions only.

Agent Interface Holds a Single Verification Prompt Open at a Time

During an active verification session, the agent interface holds a single verification prompt open at a time.

Audience: Organizations using Verify AgentRoles: Verify AgentsLimited Availability

⚠️
Applies to future transactions only.

Verify + eSign Transactions Support Combinations of Agent and Signer Designations

Verify + eSign transactions support combinations of agent and signer designations.

Audience: Organizations sending Verify + eSign transactionsRoles: SendersLimited Availability

⚠️
Applies to future transactions only.

Active Notary Meeting Sessions Run for the Full Duration of the Meeting

Active notary meeting sessions run for the full duration of the meeting.

Audience: All Notarize customersRoles: Notaries and SignersGA

⚠️
Applies to future transactions only.

Certified Notary Journal Export Requests Require a Valid Non-Future Date

Certified notary journal export requests require a valid, non-future request date.

Audience: Notaries requesting journal exportsRoles: NST NotariesGA


Updated

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