Account & Organization Administration

• Set Up an Account Owner for an Organization

  Audience: OrganizationsThe short answer: The account owner is the primary con...

• Create a Title Agency Account

  Audience: Everyone The short answer: You can create a free title ag...

• Allow Signers to Complete Transactions Without an Account

  Audience: Organizations The short answer: You can allow signers t...

• Your Identity tab on the Proof consumer dashboard

  Audience: RecipientsThe short answer: The Identity tab in your Proof account ...

• Upgrade from Business Pro to Business Pro+

  Audience: OrganizationsThe short answer: If you're on the Business Pro plan, ...

• Convert an individual account to a free business account

  Audience: Everyone The short answer: If you signed up for an individual acco...

• Refer a Friend and Earn Credits for Notarizations

  Audience: Everyone The short answer: When your friends and family u...

• Delete Your Individual User Account

  Audience: Everyone The short answer: Individual users can delete their own a...

• Update Your Notary Account Email Address

  Audience: Everyone The short answer: You can update your email ad...

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• User Roles and Permissions Overview for Your Organization

  Audience: Organizations The short answer: Invite your colleagues to...

• Search and Sort Team Members

  Audience: Organizations The short answer: Use the Users page to search by na...

• Invite a New User

  Audience: Organizations The short answer: Invite a new admin, tea...

• Allow In-House Notaries to Accept Calls

  Audience: Organizations The short answer: Once an in-house notary...

• Assign Defend Fraud Role to a New or Existing User

  Audience: OrganizationsThe short answer: Give a new or existing user in your ...

• Assign Verify Agent Permissions for a New or Existing User

  Audience: Organizations The short answer: If your organization ha...

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• Deactivate a Child Organization in Command Center

  Audience: OrganizationsThe short answer: Command Center owners and admins can...

• Cloning a Child Organization in Command Center

  Audience: Command Center Owners and Administrators Clone a ch...

• Command Center Overview

  Audience: Organizations The short answer: Command Center is the c...

• Access Command Center

  Audience: OrganizationsThe short answer: Here's how to access Command Center ...

• Navigate Company Directory in Command Center

  Audience: OrganizationsThe short answer: The Company Directory in Command Cen...

• Edit Organization Details in Command Center

  Audience: OrganizationsThe short answer: Here's how to edit any organization'...

• Company Structure: Parent and Child Organizations

  Audience: Organizations The short answer: If your company has mor...

• Notarize Panels for Organizations

  Audience: OrganizationsThe short answer: Notarize Panels are a special featur...

• Overflow to the Notarize Network

  Audience: OrganizationsThe short answer: Overflow lets organizations use the ...

• Session Timeouts

  Audience: EveryoneThe short answer: Every Proof account has session timeouts ...

• Email reminders for organizations

  Audience: OrganizationsThe short answer: Proof gives organizations two ways t...

• Proof Closing Operations for real estate organizations

  Closing Operations tags and prepares documents for real estate transactions. W...

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• Prevent Changes to Signer's Name on All Transactions

  Audience: OrganizationsThe short answer: Lock the recipient's name on all out...

• Require a Secondary ID for All Transactions

  Audience: OrganizationsThe short answer: For additional security, you can req...

• Set Signature Options for Signers

  Audience: Organizations The short answer: When you send transactions from yo...

• Buffer time for scheduled meetings

  Audience: Organizations The short answer: Buffer time controls how early sig...

• Allow Signers to Edit Document Fields for All Transactions

  Audience: Organizations Audience: NSTs The short answer: If you'd like to a...

• Add Notary Instructions for All Transactions

  Audience: Organizations The short answer: If you have special ins...

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