The short answer: You can allow signers to complete transactions without creating a Proof account by enabling auto-login on your organization. This feature must be enabled by Proof — contact your Customer Success Manager or our support team to get started.
How It Works
By default, when you send a transaction to a signer, they are invited to set a password and create a Proof account to access their transactions. Auto-login removes this step, letting signers access and complete a transaction directly from the link in their email — no account required.
What to know before enabling auto-login:
- It applies to all transactions sent from your account.
- Anyone with the transaction link can complete it.
- You can require multi-factor authentication (MFA) with auto-login for added security.
The Signer's Experience
With auto-login enabled, signers receive an email with a direct link to their transaction. Here's what the signer's experience looks like:
- Click Sign document now in the email.
- Click Notarize now.
- Review the document and click Continue.
- Proceed through the rest of the signing process normally.
Summary Checklist
- Contacted your CSM or support team to enable auto-login on your account.
- Instructed signers not to share transaction links with anyone.
- Considered enabling MFA with auto-login for additional security.
Still Unsure?
Our support team is happy to help. Submit a support request or chat with us from any page in the app.
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