This article covers partner permissions and how to set up ResWare using custom fields (i.e., notes, template category, templates, and choose document types).
Entity buyers and sellers of properties represent significant volume for many Title Agents, whether it is a corporation, trust, or other entity purchasing or selling a home. Since an entity cannot sign closing documents, signatories are appointed at each entity that can sign documents on behalf of the entity. The setup below, using Custom Fields in ResWare, allows the integration to support these entity signatory use cases.
Note: Adeptive has its own Custom Fields Job Aid that reference the Notarize Integration Job Aid.
Notarize Partner Permissions
In addition to the Web Roles indicated on the Job Aid, the integration also requires the following role for the entity support (whether or not the ResWare instance will actually process entity Buyer/Seller transactions): “Web Services: Get Custom Fields” and Entity Signatory Fields.
|First Name (including prefixes if needed)||Middle Name|
|Last Name (including suffixes if needed)|
|Title (capacity to sign on behalf of the entity)|
Critical: The entity signatory name provided must match the signer’s identity credential.
Setup in ResWare using Custom Fields
Create the following Custom Fields in Resware:
Note: Text. The text of Custom Fields must match the following exactly for the support to work. No need to add values.
Create the set of 5 fields shown below for the maximum number of signatories you will ever have for one entity buyer on a given closing package:
- Entity Buyer Signatory 1 Email
- Entity Buyer Signatory 1 First Name
- Entity Buyer Signatory 1 Middle Name
- Entity Buyer Signatory 1 Last Name
Entity Buyer Signatory 1 Title
- Entity Buyer Signatory 2 Email
- Entity Buyer Signatory 2 First Name
- Entity Buyer Signatory 2 Middle Name
- Entity Buyer Signatory 2 Last Name
Entity Buyer Signatory 2 Title ... Etc.
- Create the same set of 5 fields shown above for the maximum number of signatories you will ever have for one entity seller on a given closing package.
Create a new category for the Entity, or use an existing one. Ensure that the office you use is added to “Use in Offices”.
Add Entity Template > Name as you’d like (e.g., Entity Signatory Template) > Create as Word Doc. Add all of the Entity Signatory Custom Fields to the Word doc.
Choose the Document Type
(Same as Template Category). Add this category in “Contained in Categories” as well and confirm that it is enabled.
Please contact Adeptive Support at firstname.lastname@example.org for ResWare setup questions.
Still have questions you can't find answers to? Click the chat icon in the corner of your screen to start a chat, or email us at email@example.com.
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