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  1. Notarize
  2. BUSINESS

BUSINESS

Notarize for Business

Get Started with Notarize for Business

  • Best Practices for Leveraging Notarize
  • Notarize for Business Transaction Overview Video
  • Full Transaction Flow
  • Create & Send a Test Transaction
  • Fairfax vs Production Accounts
  • Business API Quick Start Guide
See all 7 articles

Account Setup & Maintenance

  • Add Your Company's Name, Address & Logo
  • Define Payment Settings
  • Add a User
  • Assign an Account Owner
  • Add an In-House Notary
  • Create a Notary Profile
See all 11 articles

Account-Level Features

  • Automatic Email Reminders
  • Create Document Templates
  • Custom Electronic Disclosures
  • Import and Export Document Templates
  • Limit Document Visibility on All Transactions
  • Multi-Factor Authentication (MFA) for All Transactions
See all 10 articles

Create Business Transactions

  • Hide Non-Essential Documents
  • Document Templates
  • Set Signing Dates
  • Use a Credible Witness to Identify a Signer
  • Create Group Designations
  • Tag Documents
See all 13 articles
  • Easylinks

Manage Business Transactions

  • Access Completed Documents
  • Archive Completed Transactions
  • Cancel a Single Transaction
  • Delete Transactions in Bulk
  • Download a Transaction Audit Trail
  • Export Your Transactions
See all 9 articles

In-House Notaries

  • Step-by-Step Notary Profile Setup
  • Links to Notary Articles for Business Users
  • Notary Meeting Overview
  • Retain Notary Journal Access

Signer Experience for Business

  • Mobile App Experience for Signers
  • Mobile Web for Signers & Witnesses
  • Signer Payment Experience
  • Transactions with Multiple Signers
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