Allow Signers to Edit Document Fields for All Transactions – Proof Help Center
The Proof Help Center explains that account-level settings allow signers to edit document fields by default for all new transactions—configurable under Settings → Transaction Settings → Signer permissions—with the option to override per transaction, requiring at least one signer field per signer if enabled.
The short answer: If you'd like to allow signers to edit documents you send them by default, you can set this at the account level. This setting can be overridden for an individual transaction when you create it — doing so only affects that specific transaction.
How it works
This setting does not affect transactions that have already been created.
If you set Signer can edit document by default to:
- Yes — Signers can add or edit fields on the document.
- No — Signers cannot make any changes to the fields other than fulfilling fields assigned to them.
If set to Yes, the document must have at least one signer field for each signer.
Set signer permissions
- 1.Select Settings from the navigation panel on the left.
- If you don't see the panel, select the arrow to expand it.
- 2.Select Transaction Settings from the Settings page menu on the left.
- 3.Select the radio button next to the desired option in the Signer permissions box.
- 4.Select Save changes.
Summary Checklist
- This is an account-level setting — it applies to all new transactions but can be overridden per transaction.
- Navigate to Settings → Transaction Settings → Signer permissions and select Save changes.
- If set to Yes, at least one signer field per signer is required on the document.
Still unsure? Contact Proof Support for help.
Related
Force-complete a transaction – Proof Help Center
Force Complete is a tool for organization owners and admins to manually finalize stuck transactions on the Proof platform—such as incomplete multi-signer signings or unsigned eNotes—by logging the action, finalizing eNotes as-is, marking documents as "rejected," and updating transaction statuses, but it cannot be undone and is unavailable to individual users who must start new transactions instead.
Download a Signer's Meeting Recording – Proof Help Center
The Proof Help Center article explains that notaries, signers, and organization contacts with transaction access can download a signer's meeting recording by logging into their Proof account, navigating to the specific transaction's Meeting tab, clicking the 3-dot menu on the video player, and selecting Download to save the MP4 file, while noting that some subscriptions may restrict access and signers can download and share recordings if needed.
Account & Organization Administration – Proof Help Center
The Proof Help Center's Account & Organization Administration section provides detailed guidance on setting up and managing user accounts and organizations, including establishing account owners, creating title agency accounts, allowing signers without accounts, customizing branding, configuring transaction settings, controlling user access, upgrading plans, converting individual accounts to business accounts, referring friends for credits, deleting accounts, and updating notary email addresses.
Hide Non-Essential Documents for a Transaction – Proof Help Center
Organizations can hide non-essential documents—those without signer or notary fields—from signers on a per-transaction basis during the Prepare Document stage by selecting "Hide from signers" in the Visible to signers dropdown and saving the changes, with the option to set this visibility preference as a default at the account level.
Switch Between Parent and Child Organizations – Proof Help Center
As an owner or admin of a parent organization in Proof, you can switch to any child organization via the switch icon in the upper left corner to manage its transactions, users, and settings with full access, and signing out while switched returns you to your home organization upon next login, with the option to upgrade to Command Center for managing multiple child organizations centrally.
User Roles in Command Center
In Command Center, the Owner has full unrestricted access including transferring ownership, Admins have full access except ownership transfer and can manage users and transactions, while User Managers (Enterprise only) can only view and manage users without access to transaction data or promoting users.