Place an Order Options for Title Agents
Organizations using Proof can either route transactions through Closing Concierge via the paid "Place Order" feature or, if enabled by request, bypass it on a per-transaction basis by unchecking a checkbox before sending directly to signers, with setup and support managed through Proof's Customer Success or Sales teams.
Audience: Organizations
Your organization has two options for sending transactions: route them through Closing Concierge using Place Order, or send them directly to your signers. If you want the option to choose per transaction, you can request that feature for your account.
This is a paid feature and must be enabled by Proof. Contact your Customer Success Manager (CSM) if you have one. If not, have an owner or admin from your company contact the Sales team using an email address connected to your company's Proof account.
Send an order to Closing Concierge
When Place order is enabled, your transaction is sent to the Closing Concierge team and will follow the designated process.
Skip Closing Concierge for an individual transaction
To use this option, your account must have the Per Transaction Place an Order feature enabled. An owner or admin from your organization can contact Proof Support to request this feature.
Once enabled, a checkbox appears on each transaction indicating it will be sent to Closing Concierge. The default behavior depends on your organization settings.
To skip Closing Concierge and send a transaction directly to your signers:
- 1.Uncheck the Send to Proof Closing Concierge box next to the Send Transaction button.
- 2.Select Send Transaction.
Summary Checklist
- Closing Concierge is enabled — use Place order to route your transaction to the Closing Concierge team.
- Need to bypass Closing Concierge? Request Per Transaction Place an Order from Support. When enabled, uncheck the checkbox on the transaction.
Still unsure? Contact Proof Support for help.
Related
Business Academy Training for Proof Platform Users
The Business Academy Training for Proof Platform Users offers comprehensive resources and interactive demos covering the notarization workflow, business account setup—including user management, payment settings, co-branding, multi-factor authentication, and single sign-on—and instructions on sending notarization requests to help users effectively utilize the Notarize platform.
Will My Document Be Accepted? – Proof Help Center
Proof provides legally valid, high-security digital notarizations primarily for U.S. documents, but acceptance depends on the recipient organization's policies, so users should confirm acceptance beforehand, understand geographic limitations (especially for foreign use requiring apostilles), and be prepared to explain the security and verification features of Proof's electronic notarization to recipients.
Fraud Signals – Proof Help Center
The Fraud Signals Identity tab in Proof's Help Center provides detailed credential analysis, selfie comparisons, and a verification timeline for each signer in IAL2-compliant transactions and online notarizations, accessible via the Transactions section to help users identify potential fraud based on their role and subscription level.
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.
Edit API-Created EasyLink Settings – Proof Help Center
The Proof Help Center guide explains how organizations can edit API-created EasyLink settings—such as name, payer, signer annotation permissions, ID requirements, transaction details, and signer limits—by logging into their account, navigating to Settings > API Keys, and adjusting options like allow_signer_annotations, require_secondary_photo_ID, external_ID, transaction_type, transaction_name, transaction_doc_category, min_signers, and max_signers, with a maximum of ten devices allowed per meeting including at least one notary and one signer.
What's New at Proof in April 2026
In April 2026, Proof launched several speed and efficiency-focused updates including a redesigned, streamlined transaction creation form with integrated eligibility checks, prebuilt Transaction Templates for Business Pro and Pro+ users to simplify workflow setup, and new copy/paste shortcuts for document tagging across multiple portals to accelerate transaction processing.