The short answer: No need to log in to Proof to update closing schedules — Proof supports closing scheduling inside Encompass. Your team can set default closing schedules for each order type and has full control over updating closing schedules per transaction.
Closing window settings
In Proof, you can set default closing schedules for each order type to control how the closing schedule appears in Encompass.
- Select Settings from the menu on the left.
- If you don't see the menu, select the arrow to expand it.
- Select Integrations from the Organization Settings menu.
- Select the Closing Windows tab on the Integrations page.
- Update each setting for Hybrid Closings, Hybrid Closings with eNotes, and Online Closings to the desired window in 24-hour increments, up to 14 days.
- The default for each type is 24 hours.
When opening the form in Encompass, the closing window defaults to whatever you have set for each closing type. The defaulted timeframe is also shown. If you update the closing timeframe in Encompass, Proof will not override your changes.
Set an individual transaction closing schedule in Encompass
When you select your order type, the default closing schedule and timeframe appear automatically. The closing window can be updated for each individual order.
Example 1: Online Closing set to 72 hours by default in Proof.
Example 2: Hybrid Closing set to 24 hours by default in Proof. The closing date is shown and is not editable from the form.
Updates to default settings in Proof appear when the form reloads in Encompass. If updated settings don't appear after reloading, try switching between closing types to see the update.
Invalid closing window
If an invalid closing window is set (the Expiration date is before the From date), update the closing window to a valid present or future schedule to proceed.
How closing schedules appear in Proof
After placing an order in Encompass, the closing schedule is automatically set on the transaction in Proof. For example, if you set your Online Closing schedule to 6/28–6/30 in Encompass, it appears the same way in Proof. Signers can complete documents any time within the window at their convenience.
Closing window set in Encompass:
Summary Checklist
- Set defaults: Settings → Integrations → Closing Windows → configure per order type (up to 14 days, default 24 hours).
- Per-transaction windows can be adjusted in Encompass — Proof won't override changes you make.
- Invalid window (Expiration before From date)? Update to a valid present or future schedule.
Updated