How can I view the progress of a transaction?

Users can monitor the progress of a transaction by visiting their My Closings tab and reviewing the “Status” column. You can use the search and filter tools at the top of the page to help locate a specific transaction by name or ID, a specific signer, or to filter by completion status. 

Users can further review transaction details by clicking into a specific transaction. There, you’ll be able to review details that include:
  • Summary: An overview of a specific transaction, including transaction identifiers.
  • Recipients: Details about the signer(s) in a given transaction.
  • Document: Displays completed document, audit trail, and authentication instructions.
  • Identity: Lists each step of the signer verification process and includes the signer ID.
  • Meeting: The audio/video recording of the notary meeting, including chat transcript.
  • Notes: Features specific instructions given to the notary during transaction creation.
  • History: An overview of the transaction status from activation to completion.
  • Activity Log: A record of changes made to the transaction by specific users.
For more information, see this Help Center article.

How can I view the audit trail of a transaction?

From the My Closings tab, select the completed transaction and go to the Document tab. Businesses can view or download the audit trail from the Supplementary Merged Documents section.

For more information, see this Help Center article.

What does the audit trail include?

Proof provides a comprehensive audit trail for each transaction, including:
  • Signer names and email addresses
  • Signature timestamps
  • Physical locations during notarization
  • ID verification outcomes
  • Knowledge-based authentication results
  • Application of signatures, initials, seals, and digital certificates