Tagging documents is the act of adding fields, flags, and tags to make it clear where to provide information, make a selection, sign, date, initial, etc. A tag is essentially a "call to action" (CTA).
- Tags are fulfilled by anyone completing a transaction on the Proof platform. Notaries and signers are the most common beneficiaries of tags.
- Tags are placed by an individual or business creating a transaction or template for someone else to complete (take action) on the Proof platform.
Tagging documents is a valuable practice that saves time and reduces errors.
Tagging documents before an online notarization meeting creates a smooth experience for all participants, including notaries.
Commonly Used Tags
- Sign Here
- Notarization Required
- Date Signed
- Witness Required
💡 Signer fields can be marked as optional if they're not required to complete the document. A field may be marked as conditional when its requirement is dependent upon another field.
Articles by Audience
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- Signers:
- Â Notaries:
- Business:
- Real Estate:Â
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