2025-03-24 Proof Release Notes
The March 24, 2025 release (DEPLOY-1084) introduces new features including the ability for all customers (except NST notaries) to print personalized Identify EasyLink PDFs, allows business customers to edit sent transactions before recipients begin verification, enables sending Verify transactions from the Send & manage page for business portals, and fixes issues such as document status banners now showing for witnesses and notaries being able to add loose leafs during transactions with witnesses as penholders.
DEPLOY-1084 shipping on March 24, 2025
We reference internal ticket numbers 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
Print Identify EasyLink PDF — new!
Easily print out your personalized Identify PDF to display in your office and verify all customers who walk into your branch. Simply create an Identify EasyLink and click Print to download (BIZ-7517).
- Audience: All customers excluding NST notaries
- Availability: Default change
- Release stage: General availability
- Transaction types: Identify EasyLinks
Edit business transactions — new!
Business customers may now edit transactions after sending to recipients. Recipients will be blocked from accessing the transaction while it is in Edit mode (BIZ-6337).
- Audience: Business
- Availability: Default change
- Release stage: General availability
- Transaction types: Sent transactions prior to recipients beginning their identity verification/signing (transactions past this point cannot be edited).
Verify transactions in Send & manage — update
Verify transactions can now be sent from the Send & manage page (NX-5159).
- Audience: Business portals where Verify is enabled
- Availability: Default change for Verify users
- Release stage: General availability
- Transaction types: Future-facing only
Fixes
Document status banners show for witnesses, just as they are shown for signers (NX-5295).
- Audience: For witnesses in ODW and IDVW experiences
- Availability: Default to all participants
- Transaction types: Future only
Notaries can now add loose leafs to the transaction, even while witness is penholder (NX-4500).
- Audience: For notaries hosting ODW and IDVW experiences
- Availability: Default to all participants
- Transaction types: Future only
Related
On-Demand Witness – Proof Help Center
On-Demand Witness is a feature that allows notaries to instantly summon up to two witnesses from the Notarize Network during a remote online notarization when a witness is required by the document or state law, enabling seamless witness participation without the signer needing to arrange one, with the notary managing witness involvement and signature fields either pre-placed by the sender or added during the meeting.
Witness Guidelines for Signers – Proof Help Center
The Proof Help Center's Witness Guidelines for Signers explain that witnesses, who are neutral third parties observing document signing, may be required based on the document or recipient's rules rather than notarial law, and signers can either use a remote witness via Proof's On-Demand Witness feature or bring their own in-person witness who meets criteria such as being over 18, having no interest in the transaction, and complying with document or state requirements, while noting that notaries should not act as witnesses except in specific eligible cases.
On-Demand Witness for Remote Online Notarizations Now Available
Proof has launched an On-Demand Witness feature within its Notarize Network, allowing trained online notaries to instantly join remote notarizations as witnesses, thereby streamlining the process, reducing wait times, enhancing document reliability, and preventing fraud in critical transactions like home purchases and estate planning.
Cloning a Child Organization in Command Center
The guide explains how Command Center owners and administrators can clone a child organization by copying specific settings like billing and notary instructions from an existing or root organization to create a new child organization, while noting that certain elements such as EasyLinks, API keys, and users do not transfer, and provides step-by-step instructions along with recommendations to review settings post-cloning and contact support if issues arise.
Estate Planning with Proof: Remote Execution for Estate Documents
Proof is a technology platform enabling remote electronic execution of estate planning documents like wills and powers of attorney, but it is not a law firm, does not provide legal advice, and requires users to consult their own legal counsel to ensure compliance with varying state laws and document types before using its e-signature and remote online notarization services.
Create an EasyLink for Identify Transactions – Proof Help Center
The article explains how to create a reusable EasyLink in Proof for Identify transactions—allowing you to set up a single verification link with chosen verification types (such as IAL2-compliant or selfie comparison), then share it via URL, embedded button, QR code, or printed flyer to multiple recipients without manual creation, while advising to track link distribution for updates or deactivation.