Overview
Here's how to access and download documents after your transaction is complete.
Once your signer successfully completes a video meeting with a notary, the account Admin and sender of the transaction are automatically notified by email that the notarized documents are ready for download.
🎯Primary Audience: Proof for Business
Steps
- Log in to your Proof account.
- Click Send & manage from the navigation panel on the left:
- If you don't see the panel, click the caret to expand it.
- Select Created by me from the Send & manage menu to view your own transactions or remain on the All transactions default.
- Filter the transactions by clicking the Statuses dropdown and selecting Completed:
- Review Search for a Transaction for instructions on searching and filtering transactions.
- Click on the transaction to open it.
- In the Transaction Details window that appears, select the Document tab:
- Download the entire completed document package by clicking button in the bottom right corner.
- Download an individual file by clicking on the document to open it, then select in the bottom right corner.
Feel free to reach out to our Support team if you need help!
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Chat: Click the icon in the corner of your screen:
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- Saturday – Sunday: 8 am – 7 pm ET
- Email: support@proof.com
- Phone: Available depending on your subscription
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