ABOUT

The Templates feature is great for standardized forms and documents that contain generally language. Why? It's simple. Templates make it easy for you to quickly and consistently send the correct document. Here's how:

HOW-TO

  1. Log into your Notarize for Business account
  2. Click on the Templates tab
  3. Click the green Create Template button
  4. Select your blank document from your files and click Open
  5. Confirm the name of your template
  6. Configure the document's settings

PRO TIPS

  • Allow customers to annotate your document (switch the toggle to green)
  • Name the template with something your whole team will understand
  • Create a template for all of your standard documents
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