2025-03-10 Proof Release Notes – Proof Help Center
The March 10, 2025 Proof release (DEPLOY-1075) introduces a new identity dashboard and profile feature for Premium and Enterprise customers, launching March 12, which shifts from a transaction-centric to an individual-centric view by allowing users to search signers/recipients and access profiles linking all their associated transactions across all transaction types.
DEPLOY-1075 shipping the week of March 10, 2025
We reference internal codes to make it easier to identify which enhancement or fix you're referring to in case you need to inquire (e.g., DAS-1164).
Enhancements
We are introducing the identity dashboard and profile for customers on our Premium and Enterprise plans. Beginning on March 12, all current customers on these plans will have access to the new Identities tab, which will point them to a dashboard centered around individuals who have completed transactions for that organization, as opposed to a transaction-centric view. Customers will be able to search by signer/recipient and view a new profile page for each individual that contains a link to all transactions they have been associated with. (ID-2119)
Audience: Business, Title, and Lender portals; Premium and Enterprise tier customers
Availability: Default
Release stage: General availability
Transaction types: All transactions, including previously executed
Related
Limit Document Visibility on All Transactions
The document visibility setting, which must be enabled by Proof, restricts each signer in multi-signer transactions to only see the documents they signed while allowing senders full access to the entire document package, and this setting applies universally to all such transactions without per-transaction adjustments.
Set Up eOriginal Vault – Proof Help Center
To set up eOriginal Vault for integration with Proof, real estate admins must configure six specific status values, create a dedicated API user with defined credentials and permissions, and establish a transaction type identically in both the Test On Demand and Production eOriginal environments to ensure seamless testing and production operations, with assistance available from eOriginal representatives as needed.
Digital ID for Every Transaction
Proof offers a reusable, IAL2-standard Digital ID that customers verify once through biometric and document authentication, enabling secure, auditable identity verification across multiple transactions and organizations without repeated reverification, thereby reducing fraud risk, customer friction, and compliance burdens for enterprises.
Salesforce: View and Manage Transactions
The Salesforce guide explains how to view detailed transaction information, send automated or manual email/SMS reminders to signers, manually refresh transaction data from Proof, troubleshoot common issues like missing updates or documents, and ensure proper permissions and integration for managing transactions effectively.
Generate a Full-Access API Key – Proof Help Center
The Proof Help Center explains that organization owners or admins with proper permissions can generate full-access API keys via the Settings > API Keys menu to enable broad API integration and automation capabilities, emphasizing secure storage, restricted access, and key rotation to protect sensitive credentials.
Delete an OAuth Client Application or Secret – Proof Help Center
The Proof Help Center guide explains that only organization owners or admins can immediately delete an OAuth client application or revoke a client secret—actions that disable authentication for all integrations using those credentials—and recommends rotating secrets instead of deleting active applications, providing step-by-step instructions and warnings about the irreversible impact on connected systems.