Add Notary Instructions for all transactions

If you have special instructions that you'd like to automatically share with all notaries for every transaction, create Notary Notes in your account.

If all your transactions require supplemental documents, adding Notary Instructions creates an action item to for the conducting notary to prompt the signer to provde additional documents.

You can also Add Notary Notes to a single transaction if you only need to share information for a specific situation.

Who this is for

Any user in your organization with an owner or admin role and notaries sourcing transactions (NSTs) can perform the actions described below.

What to expect

Notary Instructions creates an action item for all notaries on all of your transactions, prompting them to review your note before beginning the signing process.

If you add or modify notes: The updated note(s) is highlighted in blue for the number of days you specify, or until the notary marks it as read.

Add Notary Instructions to your account

Log in to your Proof account to complete the steps below.

1. Click Settings from the navigation panel on the left.
   • If you don't see the panel, click the caret to expand it.
2. Select Transaction Settings from the Settings page menu.
3. Click the Notary instructions tab on the Transaction settings page.
   
4. Click + Add new instruction.
5. Type the instructions you want all notaries to see on every transaction in the text box that appears.
6. Click Save changes.