Add or Remove a Custom Electronic Disclosure to All Real Estate Transactions

Overview

If you want to use a custom electronic disclosure for all of your transactions, you can use this feature to obtain consent from your customers.

🎯Primary Audience: Real Estate Senders

Need to Know

If enabled, this custom electronic disclosure:

• Must be one (1) file in portable document format (PDF).
• Appears for every signer who attempts to complete a transaction.
• Is recorded in the audit log of the transaction and tied to specific signers.
• Does not replace the Notarize eSign consent form that is automatically generated for every transaction.

If the disclosure is changed while a signer is in session, the customer's transaction will be refreshed and presented with the new disclosure to accept.

Your customer:

• Must use the Notarize website (on a mobile device or computer) to complete a transaction with a custom electronic disclosure, not the Notarize mobile app.
• May not take actions or view documents until the disclosure is accepted.
• Must review and agree to Notarize's eSign consent form that is automatically generated for transactions.

This is how the custom electronic consent disclosure appears to your customer. The customer must click I Agree before proceeding to the document.

Custom Electronic Disclosure Setting

The custom electronic disclosure setting can be found in your account settings. 

1. Click your name in the upper right corner of your Notarize account.
2. Select Account Settings from the dropdown menu.
3. Click Transaction Settings from the menu on the left.
4. Under Custom electronic consent disclosure, you can perform the following actions:
   • Enable and add the disclosure for all transactions

     1. Check the box to unlock the feature.
     2. Click Upload a PDF or drag and drop the desired file to the upload box. 

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   • Remove a File

     1. Click the X next to the file name to delete the file.
        • 
        • Add a new file if desired. If not, move to the next step.

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   • Disable custom electronic disclosure option for all transactions

     1. Click the box to uncheck this option.

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5. Click Save changes.

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