eVaults for business – Proof Help Center
Proof integrates with eOriginal to enable business customers to securely eVault PDF documents by setting up their own eOriginal vault, configuring the integration via Proof’s admin panel with eOriginal credentials, marking documents for eVaulting either through the Proof interface or API, and after completing meetings, storing original signed documents in the eOriginal vault while retaining watermarked copies and audit trails within Proof.
Audience: Organizations
How It Works
Proof integrates with eOriginal to eVault documents for business customers. Proof does not maintain its own vault — you must have your own vault established with eOriginal. Work directly with your eOriginal representative to set up and maintain your vault.
A Proof administrator sets up the eOriginal integration in Admin under the Features section of your Organization Details page. Proof stores the credentials you provide:
- eOriginal Login
- eOriginal Organization
- API Key
After the Proof team sets up the integration, you're ready to eVault your documents. Documents are stored in PDF format, and you can eVault any document.
Set Up Documents to eVault Through Proof
To designate that a document must be eVaulted, select the green lock icon under the document requirements section when creating a transaction.
Note: Store in eVault is OFF by default. Turn it on for every document you want to be stored in your vault.
Set Up Documents to eVault Through Proof's API
If you send documents through the Proof API, set the document requirement vaulted = true to mark that document to be sent and stored in your eOriginal vault.
Complete Your Meeting and Access Your Documents
Complete the meeting as usual on the Proof platform. After the session:
- You have access to watermarked copies of the document(s) in Proof. Proof also retains watermarked copies.
- The original, authoritative signed document(s) are sent to your eOriginal vault.
You can also view the Proof Audit Trail in eOriginal.
Summary Checklist
- Work with your eOriginal representative to set up your vault before configuring the Proof integration.
- Have a Proof admin enter your eOriginal Login, Organization, and API Key in Admin → Organization Details → Features.
- When creating a transaction, click the green lock icon on each document you want vaulted.
- Complete the meeting as usual — the signed documents are automatically sent to your eOriginal vault.
- View completed documents and the Proof Audit Trail in your eOriginal vault.
If you need further assistance, you can submit a support request or chat with the support team from any page in the app.
Related
eVault & eOriginal Integration Overview
The eVault & eOriginal integration allows Proof customers with an active eOriginal account to securely store notarized documents and eNotes in a tamper-proof electronic vault that permanently seals documents and signatures to create an unalterable audit trail, with setup guides available for business and real estate transactions and support offered through Proof's app.
eVault & eOriginal Integration Overview
The eVault & eOriginal Integration Overview explains that eOriginal provides a secure electronic vault for storing tamper-proof, permanently sealed documents and signatures with an audit trail, allowing customers with eOriginal accounts to manage eVault documents through Proof's interface or API.
Set Up eOriginal Vault – Proof Help Center
To set up eOriginal Vault for integration with Proof, real estate admins must configure six specific status values, create a dedicated API user with defined credentials and permissions, and establish a transaction type identically in both the Test On Demand and Production eOriginal environments to ensure seamless testing and production operations, with assistance available from eOriginal representatives as needed.
Test the connection between eOriginal Notes and Proof – Proof Help Center
The document provides detailed instructions for organizations with owner or admin roles to verify the connection between eOriginal's Test on Demand (TOD) account and Proof's Fairfax sandbox environment by creating test eNote transactions via the Proof web UI or API/Encompass integrations, including prerequisites, step-by-step procedures for generating and verifying eNotes in the eOriginal Vault, and guidance on using dummy or real signer data as needed.
Connect eOriginal to Proof – Proof Help Center
To connect your eOriginal Test on Demand and Production vaults to Proof, provide your API username, organization name, and API key for both vaults securely to your Proof Solutions Engineer—preferably via encrypted email with "zixencrypt" in the body—so they can configure your Fairfax and production Proof accounts, enabling you to test eNotes before going live.
Connect an eVault to Proof
Proof integrates with eOriginal and DocMagic eVaults—specialized, MERS-compliant storage systems for authoritative signed eNotes—by having lenders contract directly with their chosen vault provider, then supplying Proof with vault credentials to enable automatic uploading, signing, and storage of eNotes, with MERS registration timing varying by provider.