You can hide non-essential documents from your signers on a case-by-case basis. Non-essential documents do not have any signer flags (i.e., they are not required to be signed or otherwise notated by your signers).
🎯Primary Audience: Title Agents & Lenders
When you're preparing your document, follow the steps below to hide or display documents for a single transaction:
- Select the Visible to signers dropdown in the Prepare Document window, then either:
- Hide from signers: Prevents signers from seeing this document
- Visible to signers: Allows signers to see the document
You can also limit document visibility at the account level.
We're here to help! Please don’t hesitate to reach out to your Notarize team with any questions about Notarize Real Estate solutions.
To contact Support, click the Chat icon in the corner of your screen to start a chat with us, or send us an email at firstname.lastname@example.org!
CONFIDENTIAL. © 2022-2023 Notarize, Inc.