What's New at Proof in April 2026
In April 2026, Proof launched several speed and efficiency-focused updates including a redesigned, streamlined transaction creation form with integrated eligibility checks, prebuilt Transaction Templates for Business Pro and Pro+ users to simplify workflow setup, and new copy/paste shortcuts for document tagging across multiple portals to accelerate transaction processing.
April's features at Proof are focused on speed and efficiency, introducing several updates and improvements to the platform.
A Redesigned Sending Experience
A new version of the transaction creation form has been released, introducing a streamlined "start a new transaction" experience. This update simplifies workflow selection, reduces setup time, and helps senders get to "ready to send" with more confidence. The new entry point is consistent across the platform, featuring a single, streamlined selection drawer for workflow choice. Real Estate customers now see all Closing workflows broken out by use-case (e.g., Cash Buyer, Seller, Refinance, Home purchase, Home equity) in this new layout. The eligibility checkpoint is now integrated into the side-drawer, reducing the number of pages Title Agents and Lenders need to navigate.
This design is implemented across all touchpoints where users may initiate new transactions, including the Transactions dashboard and identity customer profiles for those with access to the Identity dashboard.
Your Most Common Transactions, Ready to Go
Business Pro and Pro+ customers can now use Transaction Templates—prebuilt, titled use-cases that automatically apply preset requirements aligned to common workflows. Templates streamline setup, reduce repetitive configuration, and make it easier to choose the right workflow without needing to understand underlying product mechanics. Selecting a template pre-populates the transaction form, including preset recipient requirements and pre-attached document templates. All normal transaction editing capabilities remain available.
Copy. Paste. Done.
To speed up transaction creation, Proof has introduced copy/paste shortcuts for document tagging. Users can now use Cmd+C / Ctrl+C to copy selected signer and notary fields and Cmd+V / Ctrl+V to paste them onto the current page. This works in both the document and document template editor across Business, Title, and Lender portals. The shortcut pairs with multi-select (shift+click), allowing users to copy and paste groups of fields in one action. Additional multi-select capabilities are planned for release next month.
Per-Transaction Charge Statements, Built In
Lenders initiating real estate transactions can now access a per-transaction Charge Statement summarizing Proof and Notarize RON fees. The statement is labeled "This is not an invoice," reflects charges for a specific closing, and is available under Transaction Details > Documents > Supplementary Documents once a meeting is completed. When enabled, the Charge Statement is automatically generated at meeting completion and included in Download All actions. It's also available in DocuTech and nCino closing packages when configured, providing a purpose-built artifact for every closing.
Coming Soon: Manage Your Teams Across Organizations
Enterprise administrators will soon be able to move users between child organizations without needing support tickets. When moving a user, existing transactions remain with the original organization, while the user’s role and permissions transfer to the new organization. The platform identifies any edge cases requiring attention or approval before finalizing the move. This feature is essential for organizations managing restructures, branch changes, or employee transfers across divisions.
Understand the Risk Before You Act
Defend users investigating risky transactions will now see a more comprehensive and consistently formatted set of risk signals in both the risk tab and Identity tab. The update expands the range of signal types Defend surfaces and reorganizes them to be more logical and actionable. This allows teams to efficiently assess and respond to transactions with greater clarity and confidence, enabling faster triage and less ambiguity.
Ready to see how Proof can help your company achieve its goals? Contact the sales team at sales@proof.com to learn more.
Related
Proof Q3 2026 Product Roadmap
The Proof Q3 2026 Product Roadmap highlights recent launches including Verified Business for trusted organizational profiles, Document Template Application for reusable document tag sets, Risk Decision Summary providing AI-generated risk assessments, and VC Issuance & Presentation API for cryptographically-signed identity verification, with upcoming integration into the Rippling platform to embed identity verification within HR workflows.
Charge Statement for Real Estate Transactions – Proof Help Center
Proof automatically generates detailed charge statements itemizing all costs, including RON fees, for real estate transactions after activation, accessible to initiating organizations via Transaction Details and supported only for Resware and Softpro integrations, while signers cannot access these statements.
What Is eClosing Software? | Proof
eClosing software enables lenders, title agents, and homebuyers to complete mortgage loan closings entirely online or through hybrid methods by streamlining document collection, reducing errors, and saving time through comprehensive digital tools for preparation, signing, notarization, and recording.
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.
Proof Business Pro Document Preparation FAQs
Proof Business Pro allows users to upload PDF documents under 30MB each (totaling up to 500MB per transaction), supports customer uploads via EasyLink workflows, enables document preparation and tagging with fillable fields including white-text tagging upon request, and permits replacing or merging documents during transaction creation while ensuring notarization validity by requiring full documents rather than just signature pages.
Signer Fields Overview – Proof Help Center
The Signer Fields Overview explains that tagging a document with specific fields—such as text boxes, name fields, date fields, checkmarks, and signature or initial fields—helps guide signers through filling and signing documents accurately and efficiently, with certain fields available to individual users and additional signature-related fields available to organizations, while also noting that for notarized documents, signatures can only be applied during a live notary meeting.