Skip to main content

Full Transaction Flow

Casey Birkholz
  • Updated

An in-depth guide on how to send a notarization request from the Notarize Business Platform. Learn how to send a notarization request, see the signer experience, and get a glimpse of accessing & downloading the completed documents.

🎯Primary Audience: Notarize for Business

Contents

Click a link below to jump to that section:

  1. Your Experience
    1. Log In
    2. Provide Transaction Details
    3. Upload your Document
    4. Prepare your Document
    5. Email your Document
  2. The Signer Experience
  3. After the Notary Meeting
    1. Access the Notarized Document
    2. Transaction Details
    3. Support

Part I: Your Experience

Step 1: Log In

  1. Log in to your Notarize account.
  2. Click the Send+Manage tab from your navigation bar at the top of your dashboard.
  3. Click Send New from the column on the left.
  4. From the Send new transaction dropdown, select Notarization Request to create a new notarization transaction.

send-trans.png

Back to Top

Step 2: Provide Transaction Details

Transaction name

Name the transaction.

Signer details

The signer's full name and email address are required:

  • Phone number: If provided, the signer will receive a text message with a link to complete the transaction.
  • Address: If provided, the signer's address populates automatically when they are verifying their identity. The signer can edit the address later if needed.

Additional signers

Select the Yes radio button if your document requires multiple signers. If additional signers are in the same location at the time of signing (co-located), they can notarize the document in the same meeting. If additional signers are in different locations, they can use our Concurrent Signing or Split Signing feature.

  • You may add up to 10 additional signers.

Two forms of identification

Select the appropriate radio button (Yes or No) depending on your document requirement. 
biztransactionstep2.png

Back to Top

Step 3: Upload your Document

  1. Under the Document Upload section, drag and drop your document into the box or click Upload a Document to open the document selector.
  2. Select your document(s) and click the Add Document to Transaction button on the lower right:
    • To upload additional documents, click the blue Add Documents button on the upper left of your document list and repeat the process.
  3. Once the documents are uploaded, click the icons to the right to toggle the requirements on or off for your document. Hover over the icons to see a description of what each icon represents.

Document Requirements Icons

  • Notarization Required: This must be toggled ON for notarization requests. If this requirement is off, the transaction cannot be sent. 
  • Signer Can Fill In Document: This allows for the signer to fill in the document before the notary meeting. They can also complete any Fill in Here flags in the document. The signer won't be able to sign the document or complete any action item that is required to be done in the presence of a notary.
  • Additional Witness Required: You can toggle this on if your document requires additional witnesses. Note: Witness must be in the same location as the signer at the time of the notarization meeting.

Back to Top

Step 4: Prepare your Document

  1. Click the Fill Out Document button in the upper left to prepare your document for the signer.
  2. In the toolbar on right, click and drag the Sign Here flag to the spot on the document where you want to drop the flag.
  3. Repeat with Fill In Here or additional flags as necessary.
  4. Once finished, click the Save & Close button on the right.

Read Tagging Your Documents for more information.

Back to Top

Step 5: Email your Document

  1. Scroll down to the Custom Email section to add an optional personalized message for your signer.
  2. Click Preview Email to review and ensure the appropriate fields populate (your name, business name, logo, and message).
  3. Scroll down to Notary Notes to provide information to the notary who answers the call or leave the radio button for No selected if you choose not to use this feature:
    • This note goes to the notary at the beginning of the notarization meeting; you can add any instructions that you want to communicate to the notary here. For example, you may want to leave a note if the document needs 2 forms of identification or additional witnesses.
  4. Scroll down and click to email your signer(s).

Back to Top

Signer Experience

Please see the articles below for details about the signer's experience and process:

Back to Top

After the Notary Meeting

Access the notarized document

You will receive an email notifying you of the notary completion with a subject line that says, "A notarized document is ready to review." 

  1. Click the blue Log in to Notarize button in the email to access the notarized document.
  2. Once in your Notarize account, click the Send+Manage tab at the top of your dashboard.
  3. Find and click the name of the transaction you'd like to access.
  4. In the Transaction Details pop-up window that appears, click the Document tab at the top to download the document.

📝 Note: Videos take time to upload, so a notary meeting video may not be available immediately after the meeting. 

Transaction Details

The Transaction Details window contains 7 sections (tabs):

  • Summary: An overview of the transaction, including the internal Notarize ID/Transaction ID and the details you entered when building the transaction:
    • The transaction will show your chosen payment method.
  • Signer: The signer's information and if they passed the ID verification process.
  • Notary: The information for the notary who notarized the document for this specific transaction.
  • Video: The video of the notarization meeting between the signer and the notary (download the video by clicking the three vertical dots in the bottom right corner of the screen)
  • Document: The notarized document(s) and other supplementary documents from the meeting (click the document name to download a specific document, or click the Download All to download all the documents on this page)
    • Supplementary Documents: Additional documents to use as a resource. For example:
      • Audit Trail: Detailed audit trail of the transaction
      • Notarize Verification Instructions: Displays a Unique Notarize ID and access PIN to authenticate your document if needed
      • State-Specific Legal Information: An article that describes the legal requirements of remote online notarization
  • History: A timeline of the notarization from when you sent the transaction to the signer to the notary meeting being completed
  • Notes: Any notary notes you typed when creating the transaction

Back to Top

Support

Feel free to reach out to our Support team if you need help!

  • Chat: Click the icon in the corner of your screen:
    • Monday – Friday: 8 am – 10 pm ET
    • Saturday – Sunday: 8 am – 7 pm ET
  • Email: support@notarize.com
  • Phone: Available depending on your subscription

For more details on notary availability, review Hours of Operation.

CONFIDENTIAL. © 2022-2023 Notarize, Inc.

Related articles