Prepare Documents – Proof Help Center
The Prepare Documents – Proof Help Center provides detailed instructions on uploading and preparing documents for notarization, including rotating files, adhering to size and format requirements, scanning via mobile devices, adding fillable signer and notary fields with instructions, setting document requirements, and managing business document templates through creation, import, export, and template matching features.
Upload and prepare documents for notarization, add fillable fields for signers and notaries, and create templates.
Upload Documents
- Rotate a Document After Upload: If your document is sideways after upload, learn how to rotate it.
- File Size and Format Requirements: Get your document uploaded correctly by following the file size and format guidelines.
- Scan documents using a mobile device: You can scan physical documents directly using your mobile device.
- Upload a Document in the Notarize Mobile App to Get Started: Upload a document for notarization using the mobile app.
- Upload title documents to a Collab closing: When a lender invites you to a Collab closing, learn how to upload title documents.
- Set document requirements for notarizations: Set specific requirements for documents that need to be notarized.
Add Fillable Fields
- Signer Fields Overview: Overview of fields that signers can interact with.
- Notary Fields: Notary fields are placed for notaries to complete during the notarization process.
- Required and Optional Document Fields: Understand which fields are required and which are optional when preparing documents.
- Prepare and Tag Documents for Recipients: Prepare and tag documents for specific recipients.
- Prepare a Document After You Upload: Steps to prepare your document before your notarization session.
- View, Add, or Edit Field Instructions: Add instructions directly to fields on your document.
Business Document Templates
- Business Document Templates Overview: Business document templates streamline the document preparation process.
- Create a Business Document Template: Steps to create a new business document template.
- Import Business Document Templates: Owners, admins, and team members can import templates.
- Export Business Document Templates: Export document templates from one account to another.
- Enable Template Matching for Businesses: Admins and owners can enable template matching.
- Delete Document Templates from Your Account: Admins, team members, and owners can delete templates from the account.
Real Estate Templating
- Select a Variant for a Document Template: When uploading a document for a real estate transaction, select the appropriate template variant.
- White-text tagging implementation guide for real estate: White-text tags are invisible placeholders used in real estate documents.
Related
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.
Fully Online Closing Overview
A fully online closing allows you to complete all signing and notarization steps remotely using a device with camera and microphone, requiring identity verification via SSN/ITIN or photo ID, a U.S. address, and a live video session with a notary, all facilitated through the Proof platform without any printing or in-person appointments.
Product Spotlight: EasyLinks by Proof
EasyLinks by Proof is a no-code solution that enables businesses to create and share unique URLs for customers to self-serve transactions—such as notarize, sign, and identify—by accessing pre-tagged or uploadable documents, thereby streamlining workflows, reducing operational overhead, and enhancing customer experience without requiring developer resources.
2024 Standards for Online Notarization
The article emphasizes that rising deed fraud in the U.S. can be mitigated by using certified remote online notarization (RON) platforms like the MISMO-compliant PROOF platform, which ensures secure, standardized, and trustworthy notarization processes through stringent identity verification, recording, and audit trail requirements during real estate property transfers.
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.
Sign More Things With Proof
The latest features introduced include enhanced Signing Order controls for defining sequential or parallel signer workflows, Bulk Delete Documents for efficient removal of multiple files, Restrict Signature Fonts to ensure compliant and accepted text-based signatures, and Signer Scheduling to improve meeting efficiency, all designed to provide greater control, efficiency, and compliance in managing transactions.