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August 2022 Notarize Release Notes

Casey Birkholz
  • Updated

About Monthly Release Notes

We add resources as they become available, so check back regularly. All resources are added by 8:15am ET on release day. Until then, the articles linked below may not be accessible or could be pre-release versions.

Release notes are subject to change.

Shipping on August 11, 2022

Set activation/expiration window on Business Initiated Transactions

What is this?

This feature provides a “signing window” section on the Create Transaction screen for notarization and eSign transactions. Organizations have the option to add an activation date and expiration date when setting up transactions. When dates are added, that document is only available for signing within that specific date range.

activation_expiration_dates.png

Who does this impact?

  • Availability: Business portal
  • Transaction Types: Business Initiated Notarizations & eSign

How does this work?

Use the resources below to learn more:

Credential Analysis Response Routing

What is this?

This feature pops messaging when a signer fails Credential Analysis to help them understand why they failed and to route them to take their next step. Previously, signers were informed that they failed but not why they failed.

Scenarios:

  1. If a signer fails Credential Analysis due to potential fraud, they leave the signer flow and are brought back to the signer dashboard.
  2. If a signer fails Credential Analysis due to image quality, they’re told to re-take the image.
  3. If a signer fails Credential Analysis because the information they provided during Knowledge Based Authentication (KBA) doesn't match their ID (name and DOB), they’re informed there was a mismatch, and they're brought back to KBA to input the correct information that matches their ID.

Who is impacted?

  • Availability: iOS app (This feature already exists on the Web and the Andriod App)
  • Transaction Types: All transaction types

How does this work?

Use the resources below to learn more:

Please don’t hesitate to reach out to your Proof team with any questions. To contact Support, click the Chat icon in the corner of your screen to start a chat with us, or send us an email at support@proof.com!

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