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

Self-tagging takes a wait out of the middle of your workflow. Rather than submitting a document for preparation and waiting for it to come back, your team tags it and sends it in the same sitting, with no queue and no added fee. Tagging a single-signer document is obvious, and almost everything else is not.

Space is limited to the first 50 registrants. This session is a full walkthrough, and you will leave knowing:

• Self-tagging eliminates the preparation queue between document readiness and send, the largest fixed delay in most transaction workflows.
• Multi-signer and notary-required transactions need different tagging than single-signer documents, particularly where signing order matters.
• Splitting and merging documents before sending keeps packages organized and prevents the re-sends caused by packaging errors.
• Conditional and optional fields handle transactions where required signatures depend on the signer's answers, removing the need for multiple document versions.