Set Up eOriginal Vault – Proof Help Center
To set up eOriginal Vault for integration with Proof, real estate admins must configure six specific status values, create a dedicated API user with defined credentials and permissions, and establish a transaction type identically in both the Test On Demand and Production eOriginal environments to ensure seamless testing and production operations, with assistance available from eOriginal representatives as needed.
The short answer: Before connecting eOriginal to Proof, real estate organization admins need to configure the required status values, API user, and transaction type in both the Test On Demand and Production eOriginal environments. Work directly with your eOriginal representative if you need help setting up or maintaining your eVaults.
eOriginal provides two environments:
- Test On Demand (TOD) — connects to your Proof Fairfax account for testing eNotes before going live.
- Production — connects to your Proof Production account once testing is complete.
Set up both environments identically to ensure testing accurately mirrors your production configuration. Once your vaults are configured, see "Connect eOriginal to Proof" for next steps.
Status Values
Proof requires the following status values to be set in both eOriginal environments. If a status value is missing, Proof will display an error in its logs — contact your Proof Solutions Engineer if this occurs.
In the eOriginal Dashboard, open Preferences and navigate to Status Values:
Confirm the following six status values are set:
- Created — scope: Transaction
- Ready to Sign — scope: Document
- Signed — scope: Global
- Complete — scope: Global
- Authoritative Copy — scope: Document
- Ready to Register — scope: Global
API User Setup
Proof adds documents to your eOriginal vault via API. eOriginal admins can create API users under Preferences > Vault Administration > API Users.
Create a dedicated API user for Proof with the following settings:
- API Login ID — create your own name, typically something like "notarize-integration"
- Application — create your own name; this appears in the audit trail as the First Name. Either this or the Purpose field should contain "Notarize"
- Purpose — create your own name; this appears in the audit trail as the Last Name
- Email — support@proof.com
- Permissions— at minimum:
- Create Document Profile
- Create Transaction
- Full Org Search
- Get Org Configuration
- Throw Custom Event
- Container Permissions— at minimum:
- Authorize Document Destruction
- Cancel Document Destruction
- Create New Version
- Delete Document Profile
- Delete Transaction
- Edit Transaction/Document Properties
- MERS Register eNote
- MERS Register eNote Reversal
- Reject Document Destruction
- Request Document Destruction
- Retrieve Document
- View Document Activity History Report
- View Transaction/Document Properties
Transaction Types
Create a "Notarize Closing" transaction type with the following settings:
- Name — Notarize Closing
- Retention Policy — None
- Container Permissions — Default Container Permissions
- Status — Created
- Signing Rules Expiration Days — 0
- Active — check this box
- eSign option — eSign and eAsset Management
- For Third-Party Closing (Mortgage) — No
- Included Documents — leave blank
Once both environments are configured, see "Connect eOriginal to Proof" for next steps.
Summary Checklist
- All six required status values are configured in both Test On Demand and Production eOriginal environments.
- A dedicated Proof API user has been created with the required permissions and container permissions in both environments.
- The "Notarize Closing" transaction type has been created and set to Active in both environments.
- Ready to proceed to "Connect eOriginal to Proof".
If you are still unsure, the support team is happy to help. Submit a support request or chat with them from any page in the app.
Related
eVaults for business – Proof Help Center
Proof integrates with eOriginal to enable business customers to securely eVault PDF documents by setting up their own eOriginal vault, configuring the integration via Proof’s admin panel with eOriginal credentials, marking documents for eVaulting either through the Proof interface or API, and after completing meetings, storing original signed documents in the eOriginal vault while retaining watermarked copies and audit trails within Proof.
Test the connection between eOriginal Notes and Proof – Proof Help Center
The document provides detailed instructions for organizations with owner or admin roles to verify the connection between eOriginal's Test on Demand (TOD) account and Proof's Fairfax sandbox environment by creating test eNote transactions via the Proof web UI or API/Encompass integrations, including prerequisites, step-by-step procedures for generating and verifying eNotes in the eOriginal Vault, and guidance on using dummy or real signer data as needed.
eVault & eOriginal Integration Overview
The eVault & eOriginal Integration Overview explains that eOriginal provides a secure electronic vault for storing tamper-proof, permanently sealed documents and signatures with an audit trail, allowing customers with eOriginal accounts to manage eVault documents through Proof's interface or API.
eVault & eOriginal Integration Overview
The eVault & eOriginal integration allows Proof customers with an active eOriginal account to securely store notarized documents and eNotes in a tamper-proof electronic vault that permanently seals documents and signatures to create an unalterable audit trail, with setup guides available for business and real estate transactions and support offered through Proof's app.
Connect eOriginal to Proof – Proof Help Center
To connect your eOriginal Test on Demand and Production vaults to Proof, provide your API username, organization name, and API key for both vaults securely to your Proof Solutions Engineer—preferably via encrypted email with "zixencrypt" in the body—so they can configure your Fairfax and production Proof accounts, enabling you to test eNotes before going live.
Connect an eVault to Proof
Proof integrates with eOriginal and DocMagic eVaults—specialized, MERS-compliant storage systems for authoritative signed eNotes—by having lenders contract directly with their chosen vault provider, then supplying Proof with vault credentials to enable automatic uploading, signing, and storage of eNotes, with MERS registration timing varying by provider.