The short answer: Once business verification applies to your organization, signer credential images, meeting recordings, birth dates, home addresses, phone numbers, and identity timeline details show as Protected until an Org Owner or Admin verifies your business with Proof.
What Is Protected
What You See
Org Owners and Admins +
A lock and the word Protected replace the information. You also see a prompt with a Verify your business button.
Select Verify your business to start verification. Your information stays Protected while verification is pending.
Everyone Else in Your Organization +
You see the lock and the word Protected with a short explanation. There's no verification button, because only Org Owners and Admins can verify a business.
Ask an Org Owner or Admin to verify your business.
Who and What Isn't Affected
- Signers viewing their own information
- Notaries on the transactions they conduct
- Information your organization entered itself
Where This Applies
- The same limits apply in the Proof app. Information retrieved through the API or an integration is being gated as well.
- They apply to past transactions as well as new ones.
Unlock Protected Information
Ask an Org Owner or Admin to start verification
Only Org Owners and Admins can verify a business. If that's you, continue to the next step.
Gather your business details
Have your legal business name, registered business address, and Tax Identification Number (TIN) ready.
Complete business verification
Follow the steps in Verify Your Business with Proof. Some verifications are approved automatically. Others go to manual review.
Check your transactions
Once your business is approved, the Protected information becomes visible again.
If You Can't Verify Your Business
Your verification is pending +
Your information stays Protected until your business is approved. Automatic approvals are quickest. Anything else goes to manual review.
Your verification was denied +
Your information stays Protected. Submit a support request so we can review your situation.
Your business can't complete verification +
Some small businesses can't meet the verification requirements. Submit a support request and tell us what's blocking you.
Your organization has no Owner or Admin who can verify +
Submit a support request and we'll help update the account.
Summary Checklist
- Protected information shows a lock until your business is verified.
- Only Org Owners and Admins can verify a business.
- Verification unlocks credential images, meeting recordings, and signer contact and identity timeline details in the Proof app.
- Your information stays Protected while verification is pending or denied.
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