Introducing Signing Groups
Proof has introduced Signing Groups, allowing users to send documents to a shared email address so any member of a designated group (e.g., HR or Legal teams) can sign or notarize on behalf of the group with optional identity verification, alongside a new Merge Documents tool for combining and rearranging documents in draft transactions and templates, with UI support for Signing Groups and a revamped transaction creation experience coming soon.
Sign with Ease: Introducing Proof’s Signing Groups
Need to send documents to a group of signers and not sure who to specify when preparing transactions? For example, you might have documents that need to be signed by your HR team or signed by a Legal representative, but anyone from your Legal team is eligible to sign.
At Proof, we are eliminating the need to name a specific signer in cases where anyone from a group is eligible to sign. With our new support for signing groups, simply send to a group of signers using a shared email address. Anyone with access to that email address will receive an invitation to sign on behalf of the group and receive a link to access the completed documents. Optionally choose to secure these signatures by adding identity verification in front of anyone signing on behalf of the group. Signing groups are eligible to sign and notarize documents.
Signing Groups will be available in the API and can be used with both Signing Order and Mixed Signing (also available in the API). UI support coming soon. Learn more.
Simplify Document Prep with Our Merge Document Tool
Preparing your transactions becomes even easier with our Merge Documents tool.
You can now combine documents that may have been inaccurately split. Moreover, you have the flexibility to rearrange documents before merging, ensuring you retain the desired name and requirements from another document. The Merge Documents tool is accessible on both draft transactions and document templates.
Need to merge documents in bulk? Rest assured, we've got you covered on that front as well. Learn more.
Coming Soon
The new transaction creation experience! Along with a new look and feel, we've made usability improvements to the transaction creation form. In addition to this, you'll be able to capture vital details to better track eSign and Proof signatures with new optional fields: Transaction Name, Transaction Type, and External ID.
These enhancements set the stage for exciting new product offerings to come.
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Create an EasyLink Using a Template
The guide explains how to create a reusable EasyLink in Proof by attaching a document template, setting signer limits, optionally enabling identity verification, adding CC contacts, and following best practices to manage and share the link effectively for multiple signers in eSign transactions.
EasyLinks Capabilities
EasyLinks is a no-code tool that enables teams to quickly create and manage custom shortlinks for streamlined identity verification, document templating, signer uploads, and automated digital authorization workflows, with all completed transactions accessible within the Proof Business account to enhance security and efficiency.
Streamlining Your Transactions with Proof: November 2024 Product Release
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The Proof release on April 6, 2026 (DEPLOY-1299) introduces the ability for all authorized users in business, title, and lender portals to copy and paste document fields—including all attributes like anchor text, instructions, and signer assignments—within the document and template editor using standard keyboard shortcuts, applicable across pages in the same document and enabled by default for all draft and future transactions.
Proof’s Latest Features Give You More Control When Completing Transactions
Proof's latest features include Anchor Text for precise automated tagging by placing fields relative to specific text in documents, a Closing Concierge checkbox that lets users decide per transaction whether to send for review or expedite processing, and signature restrictions that allow organizations to mandate text-based or handwritten signatures to reduce rejections.