Working Smarter with Proof Business Pro

Once a team is past its first hundred transactions, the constraint stops being how to send a document and becomes how to make every send identical to the last one. Consistency at volume comes out of configuration rather than effort.

Built for admins and power users. This session covers the settings that do that work, and you will leave knowing:

• Reusable templates remove per-document tagging, the largest recurring manual cost in a high-volume notarization workflow.
• EasyLinks let a signer initiate a preconfigured transaction themselves, turning an outbound send into an inbound self-service flow.
• Role-based permissions and team structures provide oversight as volume grows, so access matches responsibility rather than tenure.
• Account-level configuration enforces consistency centrally instead of depending on every sender to remember the standard.