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.
Keep Your Team in the Loop with CC Contacts
Based on customer feedback, you can now add CC contacts on transactions, supported both in the API and transaction creation form.
- Add CC contacts by email address when sending a transaction.
- Manage CC contacts from the transaction details page: add or remove as needed.
- Removing a CC contact revokes their access to documents, ensuring confidentiality.
- Each CC'd contact receives two emails: one when the transaction is sent and another upon completion, including links to finalized documents.
- CC contacts can access completed documents via shared pin and access code.
This feature helps keep your team informed when transactions are sent and completed, and allows sharing completed documents with those who don’t need to sign, improving transaction management efficiency.
Effortlessly Replace Documents in Drafts and Templates
The Replace Document feature streamlines document management by allowing you to replace documents in draft transactions and templates.
- Update documents without deleting, re-uploading, or retagging.
- Previously applied tags, including signer and notary fields, are retained.
- Available in both draft transactions and document templates.
This tool enables quick changes to drafts or templates, saving time and effort while maintaining a smooth and consistent workflow.
Enhanced EasyLink Payment Clarity
EasyLinks have unique payer settings: businesses can pay for transactions or set signers to pay. To increase visibility:
- Active EasyLinks now display a summary of who is set to pay in billing settings.
- When managing EasyLinks from the ‘Tools’ section in the ‘Send & Manage’ tab, a new column shows the “Payer” value for each.
These enhancements provide greater clarity and control over payment responsibilities.
A Simplified and More Intuitive Transaction Details Redesign
A significant redesign of the transaction details modal is coming soon, transforming it into a full-page experience for enhanced usability and scalability.
- Improved visibility of crucial transaction information.
- Easier to scan and navigate.
- The "Contacts" section is consolidated into the "Recipients" tab.
- The "Notary," "Video," and "Witness" tabs are merged under a new "Meeting" tab.
This redesign supports Proof’s growing capabilities and ensures a more intuitive and efficient workflow.
With these enhancements, managing transactions, staying informed, and collaborating with your team is easier than ever. Proof remains committed to delivering features that save time, reduce complexity, and help you focus on what matters.
Ready to see how Proof can help your company achieve its goals? Contact the sales team at sales@proof.com to learn more.
Related
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.
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.
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.
2026-07-27 Proof Release Notes DEPLOY-1324
The July 27, 2026 Proof release introduces a configurable rules engine for Defend fraud detection enabling dynamic global and customer-specific risk policies managed internally by Proof, an AI-generated plain-language risk summary in the Defend Risk tab and downloadable reports with user feedback options for Owners and Admins, and manual document template selection during uploads now available to Business customers upon request, enhancing fraud detection flexibility, transparency, and document handling efficiency.
Enable Template Matching for Businesses – Proof Help Center
Only admins and owners can enable template matching in Proof for business accounts, allowing users to automatically apply document templates during transaction creation or signer uploads via EasyLinks or API, with exact matches placing tags and unmatched documents receiving no fields, and this feature is not intended for real estate customers; to enable it, navigate to Settings → Transaction Settings → Template settings, check Automatic Matching, and save changes.
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.