Add a CC Contact – Proof Help Center
The Proof Help Center explains that you can add CC contacts by entering their email addresses during transaction setup to automatically notify them via email when a transaction is sent and when the notary meeting is complete, providing a secure code for document access without requiring a Proof account.
The short answer: Add CC contacts to automatically notify specific people when a transaction is sent and when the meeting is complete — no Proof account required.
How it works
CC contacts receive automatic email notifications at two key moments: when you send the transaction, and when the notary meeting is complete.
The completion notification includes a secure code that lets the CC contact view and download the finished documents, so they can stay in the loop without needing access to your Proof account.
Add a CC contact
You can add CC contacts while creating your transaction.
1. Select + Add CC Contact
You'll find this option in the transaction setup screen.
2. Enter the email address
Type the contact's email address in the field that appears.
3. Add more contacts (optional)
To notify multiple people, select + Add CC contact again and enter another email address. Repeat as needed.
Summary Checklist
- Anyone with an email address can receive notifications — no Proof account needed.
- CC contacts are notified when the transaction is sent and when the meeting is complete.
- The completion notification includes a secure access code to view and download documents.
Still unsure? Contact Proof Support for help.
Related
Download Completed Documents from Your Organization's Account – Proof Help Center
Organizations can download notarized documents from their account by accessing the Transactions page, selecting the relevant transaction, opening the Document tab, and either downloading all files as a zip or individual documents, with automatic email notifications sent when documents are ready and a recommendation to save copies locally since Proof does not guarantee long-term storage.
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Request Supplemental Documents from Signers – Proof Help Center
The Proof Help Center explains that when the "signer in meeting document upload" feature is enabled by Proof, notaries can prompt signers during a notarization meeting to upload supplemental documents—such as death certificates or purchase receipts—which are then appended to the end of the completed package, and to implement this, senders must instruct notaries via Notary Notes or Instructions and inform signers in advance, optionally using reminder emails.