Shipping on January 24, 2023
We are constantly working to improve your Notarize experience. Here are some highlights of what’s changed.
Release notes and dates are subject to change.
These enhancements were deployed to our Fairfax environment on Thursday, January 19, 2023, and our production environment on Tuesday, January 24, 2023.
Release Notes
HELOC messaging for Texas
Added a specific error message for users selecting HELOC with an address in TX. Instead of seeing the general error message of “This property’s recording location (county) does not eRecord”, the user will now see an error message that reads, “This state does not allow HELOC transactions to be conducted using RON.”
Who does this impact?
- Availability: Users creating HELOC transactions in the state of TX
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Transaction Types: HELOC
HELOCs prevented in 5 states
We will prevent HELOCs in 5 additional states, including Connecticut, Delaware, Georgia, Massachusetts, and South Carolina.
Who does this impact?
- Availability: Title and Lender portals
- Transaction Types: HELOC
Customized transaction emails
We will give businesses the ability to customize the transactional emails that Notarize sends to their signers and contacts, including subject, header, logos, body, contacts, and footer. The customization will be done internally via our Solutions Team. Businesses should contact their Solutions representative and discuss the customizations they would like to see. (REAL-7967)
Who does this impact?
- Availability: Real Estate & Business customers
- Transaction Types: All
Enhanced signatures for Real Estate
We will allow users to recreate their signatures in real estate “sign ahead” transactions. Previously this was only possible in a meeting with a notary. This change allows signers to update their signatures when signing documents before the notary meeting. In addition, it makes the generated signatures more legible and allows the user to draw their signature using a mouse. (REAL-7476)
Who does this impact?
- Availability: Real Estate
- Transaction Types: All
Signers can upload eSign transactions via mobile web
Signers can now complete all eSign transactions on mobile web, regardless of whether they uploaded the documents themselves or were sent a document to sign. Signers will automatically continue on mobile web if they open an eSign transaction on a mobile device, but they can still download the mobile app and complete the eSign transaction on the mobile app if they prefer. (SE-3302, SE-3148)
Who does this impact?
- Availability: Signers on mobile web
- Transaction Types: eSign transactions
Fixed!
Fixed issue with birthdate before KBA launches
We fixed an issue where the birthdate was obfuscated in the step before the Knowledge-based Authentication quiz even when the signer hadn’t entered their birthdate yet. This made it hard for signers to understand that they are required to enter their birthdate before they will be permitted to move forward to their challenge questions. (SE-3331)
Who does this impact?
- Audience: Signers using a web browser
- Transaction Types: All
Independent Notaries transaction filters for Send+Manage
NSTs will now see the Send + Manage transaction filters in their sidebar navigation, specifically “All transactions” and “Archived”. (NX-1979)
Who does this impact?
- Audience: Notaries
- Transaction Types: N/A
Please don’t hesitate to reach out to your Proof team with any questions. To contact Support, click the Chat icon in the corner of your screen to start a chat with us, or send us an email at support@proof.com!
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