Set the Signing Order for Multiple Signers – Proof Help Center
The Proof Help Center explains that setting the signing order for multiple signers involves assigning sequential numbers to control when each signer receives their invitation—either individually or in parallel by assigning the same number to multiple signers—ensuring only one person meets with a notary at a time, and this feature is configured during transaction creation and available to Premium subscribers or higher.
How Signing Order Works
Signing order controls when each person receives their invitation to sign. Documents move through signers sequentially based on the numbers you assign—either to individual signers one at a time, or to groups who can sign simultaneously.
- Signer 1 receives their invitation immediately.
- Once they complete their signature, Signer 2 receives their invitation.
- This continues until everyone has signed.
Only one person can meet with a notary at a time to ensure the most recent version of the document is being signed and notarized.
Parallel Signing
You can assign the same signing order number to multiple people when it doesn't matter who signs first within that group. Everyone with the same number receives invitations at the same time and can sign in any order.
Example: Sam and Sal both need to sign before Bailey, but order doesn't matter between Sam and Sal. Assign Sam and Sal to signing order 1, and Bailey to signing order 2. Sam and Sal receive invitations immediately; Bailey only receives one after both have completed their transactions.
Set the Signing Order
You set up signing order during transaction creation.
- 1.In the Recipient details section, click the switch for Set signing order.
- 2.Type the number in the box next to each signer to indicate what order they should sign. When you change the numbers, the boxes automatically shift to display signers in order starting at 1.
- 3.Assign the same number to signers who can sign in parallel.
Summary Checklist
- Toggle the Set signing order switch in the Recipient details section when creating your transaction.
- Assign numbers to each signer to control the sequence.
- Use the same number for parallel signing when multiple people can sign at the same time.
- Only one person can meet with a notary at a time to ensure the most recent version is notarized.
This feature is available to organizations with a Premium subscription or higher. If you're interested, contact your Customer Success Manager (CSM) or contact sales.
Related
Multiple-Signer Transactions Overview – Proof Help Center
Proof supports three types of multi-signer transactions—co-located (all signers together on one device), concurrent (signers in different locations joining the same meeting simultaneously), and split signing (signers in different locations meeting separately with a notary)—with each signer required to complete individual identity verification, the last signer paying all fees, and the option to mix notarized and e-sign-only signers within a single transaction.
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.
Meet With a Spanish-Speaking Notary – Proof Help Center
To meet with a Spanish-speaking notary on Proof, start your transaction by signing or uploading a document, then select "Comunícate con un notario hispanohablante" on the meeting screen to be connected to the next available Spanish-speaking notary, or choose to wait or switch to an English-speaking notary if wait times are long.
Set document requirements for notarizations – Proof Help Center
The Proof platform allows users with appropriate roles to set specific document requirements—such as notarization, witness presence, signer filling permissions, and verification of fact—when uploading files to transactions or templates, with these settings enforced during the signing process to control how documents are completed and notarized.
Fill Out Documents Before a Meeting – Proof Help Center
The Proof Help Center explains that with the "Sign Ahead" feature, users can fill out text fields, checkboxes, radio buttons, and dates on non-notarized documents before meeting with a notary, but cannot complete fields or signatures on notarized documents until the meeting, and after completing all available pre-meeting fields, users select "Next document" to review others and then "Continue" to verify identity and join the notary meeting.
Proof Solutions Overview
Proof offers a comprehensive platform featuring centralized management via Command Center, fraud detection through Proof Defend, and specialized real estate solutions including automated state-specific notarization, online and hybrid closings, title agency collaboration with software integrations, and a collaboration tool called Collab to streamline secure, identity-verified transactions and document sharing.