Allow Signers to Complete Transactions Without an Account
Proof allows organizations to enable an auto-login feature—activated by contacting their support—that lets signers complete transactions directly via an emailed link without creating a Proof account, though this applies to all transactions, requires careful handling of the link to prevent unauthorized access, and signers must download documents immediately since they cannot retrieve them later without an account.
Allow Signers to Complete Transactions Without an Account
Audience: Organizations
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 our 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.
⚠️
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.
⚠️
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. (Exception: if your organization has Digital ID enrollment enabled for auto-login transactions, a signer who enrolls in a Digital ID mid-transaction gains a real account and can log back in afterward.)
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.
Still Unsure?
Our support team is happy to help. Submit a support request or chat with us from any page in the app.
Updated 4 days ago
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