Overview
Doc Visibility functionality can accommodate Wet Sign documents in Hybrid transactions.
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🎯Primary Audience: Title Agents & Lenders
How does this work?
Add tags to both eSign and Wet Sign documents for visibility:
- If you use Document Auto-Tag/Templates, both eSign and Wet Sign documents are automatically tagged.
Wet Sign documents are indicated in red letters. Select the documents to send to the signers, then click .
Signer experience
Tags placed on Wet Sign documents appear grayed out and are for review only:
- Only signers with flags placed for them on Wet Sign documents can view those documents during the Sign Ahead process. The other signers won't be able to see them.
- Documents with no flags are visible to all signers during and after the Sign Ahead period.
Title Agent experience
After the eSign portion of the closing, the Title Agent receives an email notification that the digital portion of their closing is complete:
- Title Agents can now review all the documents and print the blank wet-sign documents that signers will sign at the in-person meeting.
How to enable Hybrid Doc Visibility
Activation
This feature must be enabled by Proof:
- Enterprise: Contact your Customer Success Manager (CSM).
- Premium or Pro: Please have an owner or admin from your company contact our Sales team using the email address connected to your company's Proof account.
We're here to help! Please don’t hesitate to reach out to your Proof team with any questions about Proof Real Estate solutions.
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