Complete Transactions as Part of a Signing Group
The guide explains that in a signing group using a shared inbox, any member can initiate and complete a transaction individually by providing their personal email, ensuring only one person accesses the document at a time, and after signing, users can access, download, and share completed documents through their individual accounts.
How it works
When you receive an email for a transaction in a shared inbox, anyone with access to the shared email can complete the transaction.
Once someone begins the transaction, other members of the shared inbox cannot access the same transaction — this ensures only one person is interacting with the document(s) at a time.
Sign documents
The instructions below are for a new user. If you already have a Proof account, you can log in.
- 1.Select Sign documents now in the email.
- 2.Provide your individual email address to begin.
- 3.Select Sign document.
- 4.Type your name and select Submit.
- 5.Check your email for an invitation.
- 6.Select Access transaction in the email.
- 7.Set a password.
- 8.Select Sign now.
- 9.Proceed through the rest of the process.
After you complete the transaction, view, download, and share the documents using the button on the confirmation screen.
Access the completed documents
You will receive an email with a link to access the completed documents. Select the link to sign in to your account, then follow the steps below:
- 1.Log in to your individual account (not using the signing group email).
- 2.Select View next to the transaction you'd like to open.
- 3.Download or share the completed document using the buttons in the upper right corner.
Summary Checklist
- Anyone with access to the shared inbox can complete the transaction — but only one person at a time.
- Enter your individual email address (not the group inbox) to begin signing.
- To access completed documents, log in to your individual account and select View next to the transaction.
Still unsure? Contact Proof Support for help.
Related
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