Tag, Send, Close: How To Self-Tag in the Proof Platform

Did you know you can tag your own documents in Proof — no queue, no wait, no extra fees? We're offering an exclusive training session to the first 50 registrants, walking through everything your team needs to start self-tagging with confidence and get documents to signers faster. You'll learn:

• How to tag for any transaction type: Step-by-step guidance for single signers, multiple signers, and notary-required transactions
• How to split and merge documents: Keep your transaction packages clean and organized before they go out the door
• How to use advanced features: Walk through witnesses, whiteouts, and conditional or optional fields — tools that give you more control over complex transactions
• How to choose when to self-tag vs. use Closing Ops: Understand the trade-offs so your team can make the right call on every deal

Space is limited - make sure you're in the first 50 if you don't want to wait until the next one!