If you have the same instructions required for every transaction, you can save time by creating a Notary Note once that appears in all transactions.
This creates an action item for all Notaries on all of your transactions, prompting them to review your note before beginning the signing process.
You can also add specific Notary Notes at the transaction level.
🎯Primary Audience: Notarize for Business
From your Dashboard:
- Select Account Settings under your name in the upper right corner.
- Select Transaction Settings from the left navigation panel.
- Select Notary Instructions, then select Add New Instructions.
- Type the instructions you want to leave for the Notary.
- Click Save.
All Notary Notes are subject to legal and compliance approval.
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