Real Estate Templating – Proof Help Center
The Proof Help Center provides organizations with guidance on selecting document template variants for real estate transactions and implementing white-text tagging, which uses invisible placeholders to automate and accurately populate documents, thereby minimizing manual entry and errors.
Select a Variant for a Document Template
Audience: Organizations
When you upload a document for a real estate transaction, you can select a variant for the document template. This allows you to tailor the document to specific needs or scenarios within your organization.
White-text Tagging Implementation Guide for Real Estate
Audience: Organizations
White-text tags are invisible placeholders embedded in your document templates. These tags help automate the process of populating documents with the correct information during real estate transactions. Implementing white-text tagging ensures that your documents are dynamically filled out, reducing manual entry and errors.
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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.
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.
Delete Document Templates from Your Account – Proof Help Center
Admins, team members, and NSTs can permanently delete one or more document templates from their account via Tools > Document templates by selecting the templates, ensuring they are not used in active EasyLinks (or reassigning/deactivating them), clicking Delete, and confirming the action, after which a "Template deleted" confirmation appears, but deleted templates cannot be recovered.
Streamlining Your Transactions with Proof: November 2024 Product Release
The November 2024 Proof product release introduces CC contacts for transaction updates with controlled document access, a Replace Document feature that preserves tags in drafts and templates, enhanced EasyLink payment visibility showing payer details, and an upcoming full-page redesign of the transaction details modal for improved usability.
Select an Existing Document Template for an Individual Transaction – Proof Help Center
The article explains how organizations and Notary-Sourced Transaction notaries (NSTs) can save time and maintain consistency by enabling template matching in their accounts to upload, select, add, and reorder pre-tagged individual document templates within transactions using the Proof platform’s "Template Upload" feature.
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.