Add a Representative Signer – Proof Help Center
The article explains how organizations can designate a representative signer—someone signing on behalf of another person or entity—during transaction setup by entering the signer's name without titles, selecting "Make representative signer" from the signer's options menu (available only on the standard transaction form), and specifying who they are signing for to ensure accurate recipient information and avoid delivery or identity verification issues.
Add a Representative Signer
Audience: Organizations
The short answer: When someone is signing on behalf of another person or entity — like a trustee or attorney-in-fact — you can designate them as a representative signer during transaction setup.
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Make sure the recipient's name, email address, and phone number are accurate before proceeding. Incorrect information can cause delivery failures or identity verification issues.
1. Enter the Signer's Name
In the Signer details section, enter only the name of the individual who will be physically signing the documents.
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Don't include titles or notes such as "attorney-in-fact" in this section. Add that information in the Representative signer section on the Transaction Details screen (steps 4 and 5 below).
2. Open the Signer Options Menu
Click the 3-dot menu in the upper right corner of the signer's box.
3. Select "Make Representative Signer"
Choose Make representative signer from the dropdown.
If you don't see this option, the transaction may have already been sent or opened by the signer. You'll need to cancel and recreate the transaction to make this change.
⚠️
This option is only available on the standard transaction form. If you don't see Make representative signer in the menu, your organization may be on the simplified form — contact Support to have it enabled.
4. Enter Who They're Signing For
Type the individual's or entity's name in the Signing on behalf of field.
5. Choose the Signer Type and Capacity
Select the appropriate type from the dropdown. The available types are:
- Attorney-in-fact.
- Corporate officer.
- Guardian or conservator.
- Partner (general).
- Partner (limited).
- Trustee.
- Other.
For Corporate officer and Other, click + Add capacity to enter a specific title or role. Repeat steps 4–5 if you need to add multiple capacities.
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During the notary meeting, the signer can adjust their signature to include the representative language.
Summary Checklist
- Confirmed the recipient's name, email address, and phone number are accurate.
- Entered only the signer's name in Signer details, with no titles or notes.
- Opened the 3-dot menu on the signer's box and selected Make representative signer.
- Entered the name of the person or entity being signed for.
- Selected the correct representative signer type and added capacity details if required.
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Still unsure? Contact Proof Support for help.
Updated 10 hours ago
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