A feature on the Proof platform that allows account holders to annotate a document one time and then use that annotated document multiple times. Templates streamline the transaction creation process for users who frequently send the same document to multiple signers.
Enterprise customers can further streamline their transactions with Template Matching.
ℹ️ Anyone can access most of the articles linked below. However, only notaries and business/real estate customers can access notary articles. Review Access Help Center Articles as a Notary for assistance.
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