Document Preparation FAQs

Yes. On Proof, users can prepare and tag documents before sending them for notarization by adding fillable fields (such as signature, date, or text boxes) to guide signers and notaries through the document. 

Fields can be manually placed using the Document Preparation window or set up in advance with reusable templates for frequently used forms. For detailed instructions, see this Help Center article.

Yes. Proof supports white-text tagging, allowing organizations to embed invisible placeholders directly into documents. When the document is uploaded, the system automatically applies the appropriate fields, streamlining the preparation process.

This feature is available upon request. Please reach out to Proof Support for access.

An EasyLink is a customizable link that businesses can use to automatically route customers into a transaction on the Proof platform. EasyLinks are ideal for high-volume or repeat workflows where the documents and process are consistent.

Instead of sending transactions one by one, businesses can share a reusable EasyLink that lets recipients start the process themselves.There are three types of EasyLinks:

Signer Upload: The signer uploads their own documents for signature or notarization.
Use case example: A law firm allowing clients to upload and notarize custom legal documents.

Identify: The signer completes an identity verification without submitting documents.
Use case example: A real estate company verifying the identity of a signer before initiating a wire transfer or loan application.

Once a transaction is completed through an EasyLink, documents and supporting artifacts like audit trails and identity reports are available under the My Closings tab.