Send & Manage Transactions – Proof Help Center
The Proof Help Center guide details how organizations can create, configure, and manage transactions by applying templates, sending notarization and eSignature requests, scheduling transactions, setting signing orders, adding contacts, and using EasyLinks to share documents and collect uploads efficiently.
Create, configure, and track individual transactions, send documents with EasyLinks, send reminders, and maintain records.
Create New Transactions
- Apply a Template to an Uploaded Document: When working with uploaded documents, you can apply a template to streamline the process. (Audience: Organizations, Real Estate/Title)
- Send Notarization Request for Real Estate: Send notarization requests directly from the platform. (Audience: Organizations)
- Send a Document for eSignature for Businesses: Use sign transactions to get documents signed electronically. (Audience: Organizations)
- Send a Transaction to a Saved Recipient: Proof automatically saves your recipients for easier future transactions. (Audience: Organizations)
- Send a Verify Transaction: Send Verify transactions with ease. (Audience: Organizations)
- Send a Notarization Request for Business: Send notarization requests from the Proof platform. (Audience: Organizations)
Configure Individual Transactions
- Schedule a Transaction: Title agents, lenders, or business users can configure and schedule transactions. (Audience: Organizations)
- Request Supplemental Documents from Signers: Request additional documents from signers as needed. (Audience: Organizations)
- Set the Signing Order for Multiple Signers: Organizations with Premium subscriptions can set signing order for multiple signers. (Audience: Organizations)
- Add Closing Contacts to a Real Estate Transaction: Add closing contacts to a transaction for better coordination. (Audience: Organizations)
- Add a CC Contact: Add CC contacts to automatically notify additional parties. (Audience: Organizations)
- Add a Representative Signer: Assign a representative signer when someone is signing on behalf of another. (Audience: Organizations)
EasyLinks
- EasyLinks Overview: EasyLinks are shareable links for document transactions. (Audience: Everyone)
- Create an EasyLink for Signers to Upload Documents: Allow signers to upload documents via EasyLink. (Audience: Organizations, Notary)
- Create an EasyLink Using a Template: Use templates to create EasyLinks efficiently. (Audience: Organizations, Notary)
- Create an EasyLink for Identify Transactions: Create reusable EasyLinks for identity verification. (Audience: Organizations)
- Create an EasyLink for Verify Transactions: Create reusable EasyLinks for verification purposes. (Audience: Organizations)
- Print a QR Code for an Identify EasyLink: Print a branded PDF with a QR code for EasyLink access. (Audience: Organizations)
Transaction Actions Menu
- Transaction Actions Overview: After sending a transaction, manage it through the actions menu. (Audience: Organizations)
- Send a Manual Reminder to Your Signers: Send manual reminders to signers as needed. (Audience: Organizations)
- Edit a Business Transaction: Edit sent transactions to correct or update information. (Audience: Organizations)
- Clone a Transaction: Duplicate transactions for efficiency. (Audience: Organizations, Notary-Sourced Transactions)
- Cancel a Transaction: Cancel sent transactions if necessary. (Audience: Organizations)
- Force-complete a transaction: Force-complete transactions that are stuck. (Audience: Organizations)
Transactions Management & Records
- Upcoming Changes to Transaction Export: Information about recent updates to transaction export features. (Audience: Organizations)
- Mark Wet-Signed Documents Complete: Mark documents that were signed offline as complete. (Audience: Organizations)
- Transaction Management Overview: The Transactions page serves as the hub for managing all transactions. (Audience: Organizations)
- Download Completed Documents from Your Organization's Account: Download notarized and completed documents. (Audience: Organizations)
- Search and filter transactions: Use search and filter tools to find specific transactions. (Audience: Organizations)
- Archive or Unarchive Completed Transactions: Move completed transactions to archive or restore them as needed. (Audience: Organizations)
Related
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.
Edit Your Existing EasyLinks
This guide instructs organizations and Notary-Sourced Transaction Notaries (NSTs) on how to edit existing EasyLinks in their Proof account by navigating to Tools > EasyLinks, using the edit option accessed via the three vertical dots, and then changing the EasyLink’s name, selecting a different document template, or updating the payment options before saving the changes.
EasyLinks Overview – Proof Help Center
EasyLinks are customizable, shareable links that allow organizations to streamline frequent notarization or eSignature sessions by enabling recipients to directly access and complete transactions online—either through identity verification, template-based documents, or signer-uploaded documents—thereby saving time and reducing manual invites, with easy creation and management options available for businesses.
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.
Account & Organization Administration – Proof Help Center
The Proof Help Center's Account & Organization Administration section provides detailed guidance on setting up and managing user accounts and organizations, including establishing account owners, creating title agency accounts, allowing signers without accounts, customizing branding, configuring transaction settings, controlling user access, upgrading plans, converting individual accounts to business accounts, referring friends for credits, deleting accounts, and updating notary email addresses.
Business Document Templates Overview – Proof Help Center
Business document templates in Proof automate the creation of standardized forms by auto-populating signer information, can only be created or edited by admins, team members, and tech support users, while any user with transaction-sending permissions can apply them, with features like template matching and EasyLinks further streamlining document processing.