Allow Signers to Complete Transactions Without an Account
Proof allows organizations to enable an auto-login feature—activated by contacting their support or Customer Success Manager—that lets signers complete transactions directly via an emailed link without creating a Proof account, though this applies to all transactions, requires signers to keep links confidential, and may include optional multi-factor authentication for security.
The short answer: You can allow signers to complete transactions without creating a Proof account by enabling auto-login on your organization. This feature must be enabled by Proof — contact your Customer Success Manager or support team to get started.
How It Works
By default, when you send a transaction to a signer, they are invited to set a password and create a Proof account to access their transactions. Auto-login removes this step, letting signers access and complete a transaction directly from the link in their email — no account required.
What to know before enabling auto-login:
- It applies to all transactions sent from your account.
- Anyone with the transaction link can complete it.
- You can require multi-factor authentication (MFA) with auto-login for added security.
Important: Instruct your signers to never forward or share the transaction link with anyone. Anyone with the link can access the transaction and its related documents.
The Signer's Experience
With auto-login enabled, signers receive an email with a direct link to their transaction. Here's what the signer's experience looks like:
- 1.Click Sign document now in the email.
- 2.Click Notarize now.
- 3.Review the document and click Continue.
- 4.Proceed through the rest of the signing process normally.
Note: Since signers don't have an account, they must access and download their documents immediately after the transaction is complete — they won't be able to retrieve them later through a login.
Summary Checklist
- Contacted your CSM or support team to enable auto-login on your account.
- Instructed signers not to share transaction links with anyone.
- Considered enabling MFA with auto-login for additional security.
If you are still unsure, the support team is available to help.
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