Notary Backgrounds Available Now
Proof has introduced customizable image backgrounds for notaries during remote calls on its platform to enhance professionalism and privacy, alongside launching conditional fields via API to enable dynamic document workflows for faster, more accurate signings.
In a remote-first world, notaries now serve customers from home, the office, or at their place of business. Both businesses and notaries want to maintain a level of professionalism that comes with the responsibility of being a notary.
That's why image backgrounds have been launched. With image backgrounds, notaries can select one of three background images to display behind them during calls on the Proof platform. Alongside background blur options, notaries can choose a background that offers privacy and comfort while ensuring a professional experience for everyone they meet.
Notaries can select a background for any meeting they participate in, whether in a notarial session or a trusted referee meeting.
You can select a default background image before joining your next call. Simply click the question mark at the top-right corner of the dashboard and select Check A/V settings. Notaries can preview their video feed and compare image background options. The chosen image will remain in effect until the notary changes it or logs out of their account.
Notaries can also apply the image background during the meeting by clicking the three vertical dots within their video feed and selecting Video Background.
Notary image backgrounds are one of several new features on the Proof platform. Continue reading to learn more about how the Proof experience is being improved for you and your customers.
Conditional fields are available on the API
Proof now supports conditional fields through API endpoints at api.proof.com and api.notarize.com.
API users can tag documents with if/then logic to ensure faster, more accurate signings. Once a signer completes a primary action, like clicking a checkbox, one or more additional fields are activated.
Implementation details can be found at dev.proof.com.
Conditional fields are already available for transactions that are created in the Proof platform. More information about the functionality of conditional fields is available on the Proof blog.
Drag-and-drop ordering for document templates
A new drag-and-drop functionality allows users to rearrange the order of documents in a template with ease. This eliminates the need for businesses to replace their templates as their document needs evolve over time.
Organization Brand Name
Businesses can now customize their organization’s name across the Proof signing experience, ensuring brand consistency across the entire customer journey. This feature is especially beneficial for larger companies operating with multiple organizations on the platform.
For example, a large bank may have multiple individual branches operating as child accounts. The bank may find it convenient to name each child account using some internal naming convention. However, the brand displayed to your customer can now be something different than the name on your account. That way, regardless of how you name your accounts, you can be sure customers will always see your proper brand name whenever they receive communication from the platform.
Regardless of your company’s size or business model, updating your brand name ensures you maintain brand affinity with your customers.
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