Overview
If you have instructions that you'd like automatically and universally shared with notaries, save time by creating Notary Instructions once, to appear on all transactions.
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.
💡 In addition, or alternatively, you can add specific Notary Notes at the transaction level.
🎯Primary Audience: Proof for Business
Steps
- Log in to your Proof account.
- Click ⚙️ Settings from the navigation panel on the left:
- If you don't see the panel, click the caret to expand it.
- Select Transaction Settings from the Settings menu.
- Click Notary instructions to open that second tab on the Transaction settings page.
- Type the instructions you want all notaries to see on every transaction in the New Instruction box.
- Click
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