Testing

Ensure a top-notch customer experience.

Testing your notarization flow is about more than just creating transactions - it’s about ensuring that Proof is seamlessly embedded in your customer journey. Follow this guide to learn about your end-to-end testing options with Proof.

Production

We do NOT support testing notarizations with fake documents in Production, UNLESS you are testing with an in-house notary (IHN). Contact Proof Support if you’d like to add IHN to your contract. You may test our Proof or eSign transaction types in production as needed.

Fairfax (Test)

Testing a Proof or eSign transaction is Fairfax is is as simple as sending a transaction, creating a signer account, and completing. Please note that our Trusted Referee agents do not serve Proof transactions in the Fairfax environment. You will only be able to end-to-end test our automated identity confirmation flow without the option to meet with an agent.

To mark a notarization transaction as “Completed”, a notary must apply a seal and mark the transaction as complete. To perform a mock notarization in the Fairfax environment, you have two options: setup an in-house notary (IHN) profile, or build a flow to “mock-complete” your transaction by pinging your webhook URL.

Across both Proof and notarization transactions, you are free to use fake identity information in Fairfax - real verifications are not performed on signer info, credential photos, or selfies.

IHN

By setting up an IHN profile on your account, you can have a stakeholder on your team log in as a notary and pick up a notarization call from the signer. They can then apply their seal and complete the transaction officially, allowing you to receive a completion webhook notification and test downstream functionality as needed. Follow this guide to set up an IHN profile in your Fairfax account.

IHN is an org-level configuration. If you need this feature enabled on your account, contact Proof support.

Testing Procedure

Running a successful end-to-end test with an IHN can be accomplished in the following manner:

1. In Fairfax, follow the steps for onboarding an IHN to your account. Make sure to reach out to the Notarize team to get your IHN profile approved.
2. Assign one person to act as the notary, and one person to act as the signer. See the linked guides on how to operate the platform from these perspectives.
3. Create your transaction via API. Use our test document if needed.
4. Signer receives email and begins verification steps.
5. Signer enters waiting room and notary picks up call.
6. Notary ends meeting
7. Verify downstream behavior as needed.

Webhook Mock Completion

The following webhook V2 event will be fired to your configured webhook URL when a transaction’s status is updated:

JSON

{
  "event": "transaction.completed",
  "data": {
    "transaction_id": "otxxxxxxx",
    "status": null
  }
}

And in V1:

JSON

{
  "event": "transaction_status_update",
  "data": {
    "transaction_id": "ot_xxxxxxx",
    "status": "completed"
  }
}

An alternative way to achieve an end-to-end “test” is to set up an automated request flow like such:

1. Create a Transaction
2. Ping your webhook URL with the right webhook event for the given test case.
3. Instead of retrieving a document via our API, retrieve a static “test” document from your systems, or use ours.