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Join a Meeting as a Closing Contact – Proof Help Center

Closing contacts added to a real estate transaction on Proof can join the notary meeting as observers—without identity verification or document interaction—either by clicking a "Join Meeting" link in their email notification and following prompts to enable camera/microphone and consent to recording, or by answering an automated call from the signer and pressing a key to join.

Audience: Closing Contacts

If you've been added to a real estate transaction as a closing contact, you can join the notary meeting from your email notification or by answering a call from the signer.


How It Works

When a real estate sender creates a transaction on Proof, they can add closing contacts to the transaction. All listed contacts receive email status updates when:

  • The transaction is sent to the signer.
  • The meeting has begun.
  • The meeting is complete.

Closing contacts can join the meeting from a computer or mobile device as an observer. You are not required to verify your identity and cannot interact with documents during the meeting.

Your email will include the recipient's name, the transaction expiration date, and your contact information as provided by the sender.


Join the Meeting

There are two ways to join: from your email notification, or by answering a call the signer places to your phone.

From Your Email

When you receive the email notification that the meeting has begun:

  1. 1.Click the Join Meeting link in your email.
    • Set a password if prompted.
  2. 2.Click Agree & continue to accept the terms and conditions.
  3. 3.Allow the browser to access your camera and microphone when prompted.
  4. 4.Use the dropdown menus to adjust your camera and microphone selections if needed.
  5. 5.Check the box to consent to audio-video recording of the meeting.
  6. 6.Click Join Meeting.

When the Signer Calls You

The signer can also call you directly from the meeting.

  1. 1.You'll receive a phone call with an automated message inviting you to join the meeting.
  2. 2.Press any number followed by the # key to join.

Summary Checklist

  • You were added to the transaction as a closing contact by the sender.
  • You have access to the email notification, or are available to answer a call from the signer.
  • Your device has a working camera and microphone.

If you are still unsure, contact Proof Support for help.