Managing documents that require more than one signature? Proof makes it easy to bring everyone together. This article walks you through adding multiple signers to a single transaction and choosing the signing method that works best for your situation.
Signing Options for Multiple Signers
Whether your signers are in the same room or across the country, Proof supports three methods for multiple-signer transactions:
| Method | Description |
|---|---|
| Co-located | Signers are in the same room and join the same notary meeting together on a single device. |
| Concurrent | Signers are in different locations and simultaneously join the same notary meeting from their own separate devices. |
| Split signing | Signers are in different locations and meet with a notary at separate times, resulting in individual meetings and individual fees per session. |
Email Address Requirements
Email requirements depend on how your signers plan to meet:
| Scenario | Email Requirement |
|---|---|
| Co-located signers | Shared email addresses are permitted — signers are in the same room using the same device. |
| Concurrent or split signers | Unique email addresses are required — every signer must have their own email address to access the platform securely. |
Used the wrong email address? Here's what to do based on the transaction status:
| Transaction Status | Required Action |
|---|---|
| Sent or Viewed | Recall (real estate) or Edit (business) the transaction to update the email addresses. |
| Attempted | If signers have already started identity verification, you must cancel and clone the transaction. Update recipients with unique email addresses before resending. |
Create a Multiple-Signer Transaction
Follow these steps to add additional signers during transaction setup:
Enter primary signer details
Enter the details for your primary signer as usual.
Add a recipient
Under Recipient Details, select Add Recipient or choose from your saved contacts.
Enter signer details
Enter the first name, last name, and email address for the additional signer.
Repeat for all signers
Repeat until all signers have been added.
Review signer configuration
Review your signer configuration options — such as signing order — before proceeding.
Summary Checklist
- Choose the right signing method — co-located, concurrent, or split — based on where your signers are located.
- Use unique email addresses for all signers except co-located signers sharing a device.
- Add all signers under Recipient Details during transaction setup.
- If you used the wrong email, recall or edit the transaction before signers attempt identity verification.
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