Integration Solutions – Proof Help Center
The Integration Solutions section of the Proof Help Center provides detailed guides and resources for extending Proof's functionality through API and OAuth implementations, Adobe Acrobat Sign management, and Salesforce integration, including creating OAuth client applications, generating API keys, handling verifiable credentials, managing Adobe agreements, and configuring Salesforce installations.
Extend functionality with integrations, implement API connections, automate workflows, and customize Proof into existing systems.
API & OAuth
- Verifiable Credentials Presentation and Issuance: Information for organizations on Verifiable Credentials.
- Security Events API Overview: Overview of the Security Events API, a REST API for organizations.
- Delete an OAuth Client Application or Secret: Instructions for deleting an OAuth client application or secret.
- Create an OAuth Client Application: Guide to creating an OAuth client application.
- Generate a Full-Access API Key: Steps to generate a full-access API key.
- Business API quick start guide: Quick start guide for the Business API.
Adobe Acrobat Sign
- Adobe | Cancel a Business Agreement Prior to Notarization: How to cancel an Adobe Acrobat Sign business agreement before notarization.
- Adobe | Set Up a Proof Administrator Account: Instructions for setting up a Proof administrator account for Adobe Acrobat Sign.
Salesforce Integration
- Salesforce: Installation and Configuration Guide: Guide for installing and configuring Salesforce integration.
- Salesforce: Document Generation Overview: Overview of document generation after installing the Notarize for Salesforce package.
- Salesforce: Create a Transaction: Guide for administrators to create transactions in Salesforce.
- Salesforce: View and Manage Transactions: Instructions for viewing, monitoring, and refreshing transactions.
- Salesforce: Set Up API for Testing: How to enable testing mode in Salesforce.
- Salesforce: Update Signer Information: How to update a signer's email or information in Salesforce.
ResWare Integration for Title Agents
- ResWare Integration Overview for Title Agents: Overview of ResWare integration for title agents.
- Place an Order from ResWare to Proof: Instructions for sending orders and signings from ResWare to Proof.
- Custom Entity Support in ResWare: Information on partner permissions and custom entity support.
- Common Error Messages in ResWare: Common error messages and troubleshooting for title agents.
eOriginal Integration
- eNotes and eMortgage: Information on eNotes and eMortgage.
- eVault & eOriginal Integration Overview: Overview of eOriginal integration and eVault.
- eVaults for business: Guide to connecting eOriginal vault credentials.
Paymints.io
- Paymints.io: Create an Order: How to create an order after connecting Paymints.io.
- Connect Your Paymints.io Account to Proof: Steps to connect your Paymints.io account to Proof.
SoftPro Integration
- Create an Identify Transaction with SoftPro Integration: How to create a Proof Identify transaction with SoftPro.
- SoftPro integration setup instructions: Instructions for integrating SoftPro with Proof.
Encompass Integration for Lenders
- Set up the Encompass Integration: Guide to setting up Encompass integration.
- Placing Orders from Encompass to Notarize: Instructions for placing orders from Encompass to Notarize.