Send & Manage Transactions

• Send Notarization Request for Real Estate

  Audience: OrganizationsThe short answer: Send notarization requests from the ...

• Send a Document for eSignature for Businesses

  Audience: Organizations The short answer: Sign transactions let you get docu...

• Send a Transaction to a Saved Recipient

  Audience: OrganizationsThe short answer: Proof automatically saves your recip...

• Send a Verify Transaction

  Audience: OrganizationsThe short answer: You can send Verify transactions wit...

• Send a Notarization Request for Business

  Audience: Organizations Send notarization requests from the Proof p...

• Create an Identify Transaction

  Audience: OrganizationsThe short answer: An Identify transaction lets you ver...

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• Schedule a Transaction

  Audience: OrganizationsAs a title agent, lender, or business user, you can co...

• Request Supplemental Documents from Signers

  Audience: Organizations ...

• Set the Signing Order for Multiple Signers

  Audience: OrganizationsThe short answer: Organizations with Premium subscript...

• Add Closing Contacts to a Real Estate Transaction

  Audience: Organizations The short answer: You can add closing contacts to a ...

• Add a CC Contact

  Audience: OrganizationsThe short answer: Add CC contacts to automatically not...

• Add a Representative Signer

  Audience: Organizations The short answer: When someone is signing...

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• EasyLinks Overview

  Audience: Everyone The short answer: EasyLinks are shareable link...

• Create an EasyLink for Signers to Upload Documents

  Audience: Organizations Audience: Notary-...

• Create an EasyLink Using a Template

  Audience: Organizations Audience: Notary-...

• Create an EasyLink for Identify Transactions

  Audience: Organizations The short answer: Create a reusable EasyL...

• Create an EasyLink for Verify Transactions

  Audience: Organizations The short answer: Create a reusable EasyL...

• Print a QR Code for an Identify EasyLink

  Audience: Organizations The short answer: Print a branded PDF wit...

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• Transaction Actions Overview

  Audience: Organizations The short answer: After sending a transaction, you c...

• Send a Manual Reminder to Your Signers

  Audience: OrganizationsThe short answer: To send a manual reminder, open the ...

• Edit a Business Transaction

  Audience: OrganizationsThe short answer: You can edit a sent transaction to c...

• Clone a Transaction

  Audience: Organizations Audience: Notary-Sourced Transacti...

• Cancel a Transaction

  Audience: Organizations The short answer: You can cancel a sent tra...

• Force-complete a transaction

  Audience: OrganizationsThe short answer: If a transaction is stuck because a ...

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• Upcoming Changes to Transaction Export

  Audience: Organizations ✅ These changes are now live. The up...

• Mark Wet-Signed Documents Complete

  Audience: OrganizationsThe short answer: Here's how to mark wet-signed docume...

• Transaction Management Overview

  Audience: OrganizationsThe short answer: The Transactions page is your hub fo...

• Download Completed Documents from Your Organization's Account

  Audience: Organizations The short answer: You can download your n...

• Search and filter transactions

  Audience: Organizations The short answer: Use the search box and filter drop...

• Archive or Unarchive Completed Transactions

  Audience: Organizations The short answer: Archiving moves completed transact...

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