2026-08-03 Proof Release Notes DEPLOY-1327

Audience: Everyone
Release Notes

Shipping Date: August 3, 2026

Enhancements

Reporting Tab and Referral Links Removed from Navigation for Pro and Pro+ Organizations

To simplify the experience for Pro and Pro+ organizations, the Reporting tab and Referral Links have been removed from the navigation. This update declutters the interface and puts the emphasis on your core workflow — sending and managing transactions.

Audience: Business Pro, Pro+ (including NST), and Title ProRoles: Owners and AdminsGA

Fixes

Agent Identity Timeline and Verify Button Available Once Verification Requirements Are Completed

During a Verify session, the agent's Identity timeline and Verify identity button are available once verification requirements are completed.

Audience: Organizations using Verify AgentRoles: Verify AgentsGA

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Applies to future Verify transactions only.

Notaries Approved for ODN Capacity Can Complete the Capacity Opt-In Step During Onboarding

Notaries approved for On-Demand Notary capacity can complete the capacity opt-in step during onboarding.

Audience: Notaries onboarding for On-Demand Notary (ODN) capacityRoles: NST NotariesGA


On-Demand Notary Capacity Approval Maintained Through the Personal Info Onboarding Step

On-Demand Notary capacity approval is maintained through the Personal Info step of onboarding.

Audience: Notaries onboarding for On-Demand Notary (ODN) capacityRoles: NST NotariesGA


Updated

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