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
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
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
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
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
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