Salesforce: Create a Transaction

The short answer: This guide walks administrators and owners through creating notarization and eSignature transactions directly from Salesforce using the Notarize with Proof integration. It assumes the app is already installed and configured.

Transaction Types

Each transaction must be assigned a transaction type. The default is notarization, but you can also send an eSignature-only transaction.

• Notarizations: Select this type if one or more documents require notarization.
• eSignatures: Select this type if signers only need to electronically sign documents and do not need to meet with a notary.

Create a Transaction

Navigate to a supported Salesforce object — Accounts, Opportunities, Contacts, or Leads — and locate the Notarize Transactions section.

1. Click New to begin the transaction creation process.

   • If the workflow is abandoned, restart from this step.

   

2. Select the transaction type.

   • Notarization is the default transaction type.
   • At least one notarized document is required for notarization transactions.

   

3. Select either an on-demand or in-house notary for the transaction.

   • On-demand notary is selected by default.
   • Learn more about assigning a notary to a transaction.

   

4. Click Next.

   

5. Use the pick list to select signers.

   • Available signers are generated from contacts associated with related Salesforce objects.

   

6. (Optional) Click Add additional signer to search for more recipients.

7. Click Next after adding all required signers.

   

8. Select documents for the transaction.

   • Add a local file: Upload files directly from your computer.
   • Select a Salesforce document: Choose an existing Salesforce document.
   • Use a template: Select a saved template from your Proof account.

   

9. Customize document requirements.

   • Learn more about document requirements.
   • Use the dropdown menu next to the document name to edit settings, rename the document, or remove it from the transaction.

   

10. (Optional) Click Add document to include additional files.
11. Click Next after adding all required documents.

12. (Optional) Customize the invitation email message sent to signers.

    • Contact your Customer Success Manager or support@proof.com for help customizing default signer email messaging.

    

13. Click Next.
14. (Optional) Add notary notes to provide additional instructions to the notary. Learn more about adding notary instructions.
15. Click Finish to send the transaction to the signer.

Best Practices

• Review signer and document information before sending the transaction.
• Use templates to standardize document workflows.
• Validate document requirements before final submission.
• Use notary notes to provide transaction-specific context when needed.
• Test workflows in a Salesforce sandbox environment before production rollout.

Troubleshooting

• If the Notarize Transactions section is missing, confirm the Salesforce app is installed and permissions are configured correctly.
• If signers do not appear in the pick list, verify the related Salesforce contacts exist.
• If documents cannot be uploaded, confirm the file format is supported.
• If templates are unavailable, confirm the template permalink is configured correctly.
• If transactions fail to send, review the configured transaction type and document requirements.

Summary Checklist

• The Notarize with Proof Salesforce app is installed and configured before starting.
• I've selected the correct transaction type (notarization or eSignature).
• All required signers have been added from Salesforce contacts.
• All required documents have been uploaded and requirements configured.
• I've clicked Finish to send the transaction to the signer.

Updated June 25, 2026 14:24