Select a Variant for a Document Template
In real estate transactions using Proof's template matching, users must select a buyer or seller variant when uploading documents to ensure only the appropriate set of tags applies—preventing buyer fields from appearing on seller documents and vice versa—with support for up to two buyers and two sellers per template, and any changes to variants requiring document re-uploading.
When you upload a document for a real estate transaction, select the buyer or seller variant for a document so only that set of tags applies when a document is matched to a template. This prevents buyer fields from appearing on a seller's document, and vice versa.
This feature is available for real estate transactions using template matching and must be enabled by Proof.
How Variants Work
Proof's Templating Team can add buyer and seller fields to templates for the following transaction types:
- Cash buyer
- Home equity
- Home Purchase
- Loan modification
- Refinance
- Seller
Designation assignments are managed by the Templating Team and are not editable by signers.
Tagging supports up to two Buyers and two Sellers per template (Buyer 1, Buyer 2, Seller 1, Seller 2). If your transaction requires more, contact your Customer Success Manager (CSM).
Upload a Document and Select a Variant
When uploading a document to a transaction with Place an Order enabled, you'll see a Designation Variant dropdown.
- 1.Select Buyer or Seller from the dropdown menu to indicate which set of fields to apply.
When you select a designation variant and upload a document, your selection isn't displayed after the document is added. If you need to change the variant, delete the document from the transaction and re-upload it with the correct variant selected.
If no variant is selected, fields will populate depending on which template the document matches.
Summary Checklist
- Contact your Customer Success Manager (CSM) or Proof Support about Templating Services.
- When uploading a document, select the correct designation variant (Buyer or Seller) so the correct fields apply for the transaction.
Still unsure? Contact Proof Support for help.
Related
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.
Transaction Templates Overview – Proof Help Center
Transaction templates in Proof, available for Business Pro and Pro+ accounts, allow users to quickly start new transactions from pre-configured, Proof-curated use cases that pre-fill transaction types, document requirements, and signer settings, while still permitting full customization before sending, though these templates do not constitute legal advice.
Proof Release Notes DEPLOY-1311 (2026-05-26)
The Proof Release Notes DEPLOY-1311 dated May 26, 2026, introduce two key enhancements: displaying the document template name alongside tag counts for matched templates in the Proof for Business portal to aid template maintenance, and requiring notaries to provide explanations when terminating meetings due to fraud concerns to improve support and follow-up, with the former applying to draft and future transactions and the latter to future transactions only.
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.
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.
Import Business Document Templates – Proof Help Center
Organizations using Proof can streamline template setup across parent and child accounts by importing business document templates via a zip file through the Tools > Document templates page, noting that this feature is not intended for real estate customers who should contact their CSM or sales instead.