Send & Manage Transactions

• Send a notarization request via email or SMS

  How to send a notarization request from the Proof platform.  Before sending ou...

• Create an Identify transaction

  Identify transactions are used when you want to verify someone's identity with...

• Send a transaction to multiple signers

  This article covers how to prepare and send documents that require multiple si...

• Create an online or hybrid closing for lenders

  Create a fully online eClosing or a hybrid closing for your signers by followi...

• Create an eClosing transaction for title agents

  Create an eClosing transaction on the Proof platform. Typically, lenders initi...

• Send a transaction for eSignature

  Our eSign feature is a quick and efficient way to get documents electronically...

See all 7 articles

• Transaction configurations overview

  Here's an overview of the options available when you create a single new trans...

• Schedule a notarization or eSign transaction

  Title agents, lenders, and certain businesses have several scheduling options ...

• Request supplemental documents from signers

  Supplemental documents provide additional information to recipients. These doc...

• Set the signing order for a transaction with multiple signers

  For documents that require signers to sign in a specific order, you can set a ...

• Add your closing team to a transaction

  Add a closing team to your transactions to keep your team updated automaticall...

• Add a CC contact

  Automatically send email notifications to contacts for specific transactions t...

See all 13 articles

• EasyLinks overview

  EasyLink is a tool that allows users to create, manage, and track custom links...

• Create an EasyLink for signers to upload documents

  EasyLink is a tool that allows you to automate your workflow. You create the l...

• Create an EasyLink for Identify transactions

  The instructions below guide you through how to create an EasyLink for Identif...

• Create an EasyLink using a template

  The instructions below guide you through how to create an EasyLink that uses a...

• Print a QR code for an Identify EasyLink

  Print a PDF to use an Identify transaction to verify your customer's identity ...

• Share existing EasyLinks

  Follow the instructions below if you need to share an EasyLink that's already ...

See all 9 articles

• Transaction actions overview

  After you send a transaction, you can take certain actions depending on the ty...

• Send a manual reminder to your signers

  If a transaction you sent has not been completed, you can send a reminder emai...

• Edit a business transaction

  You can edit a transaction after it's been sent if you need to change details....

• Recall a real estate transaction

  Real estate transactions created in the title or lender portal can be recalled...

• Clone a transaction

  Clone a transaction to copy all the information from an existing transaction t...

• Cancel a transaction

  Organizations and notaries can cancel a transaction if it contains errors that...

See all 9 articles

• Transaction management overview

  Here's an overview of how to view and manage transactions in your account, inc...

• Access and download completed documents

  Here's how to download the final version of your signed and notarized document...

• Search and filter transactions

  Users can easily search and filter transactions to find the ones they're looki...

• Archive or unarchive completed transactions

  Archiving transactions moves the transaction from the All Transactions folder ...

• Delete draft transactions in bulk

  You can easily delete multiple transaction drafts from your account. Follow th...

• Export transactions

  Learn to export and download your business transactions from your dashboard. T...

See all 9 articles