About Monthly Release Notes
Release notes are subject to change. We add resources as they become available, so check back closer to release day! Links to Knowledge Base articles are typically added in advance. Therefore, articles may be pre-release versions or may not be accessible if you access them before the timeframes below:
- New articles are published on the Monday before the release.
- Updates to existing Knowledge Base articles are published by 8:15am ET on release day.
Shipping on April 13, 2023
Mobile Web for Real Estate Meeting Contacts
What is this?
Releasing Mobile Web for Real Estate Contacts allows collaborators to join the meeting from their mobile devices. This is convenient for meeting participants who don't want to download the app or be tied to their computers. Meeting contacts receive an email once the notary meeting starts. They can access the link from the email and complete the steps to join the meeting, all through the mobile web!
Who does this impact?
- Availability: Generally available to all Real Estate Contacts added to a transaction by a Title Agent or Lender (Real Estate Agents, Escrow Officers, Loan Officers, Attorneys, etc.)
- Transaction Types: Real Estate transactions when a meeting contact was added
How does this work?
Use the resources below to learn more about this feature. Knowledge Base articles:
- Collaborators & Contacts
- Collaborators & Contacts for Lender-initiated Transactions
- Contacts & Collaborators for Title Agents
- Mobile Web
- Mobile Web for Real Estate Transactions
Conditional Fields
What is this?
We added the ability for users to add Conditional Fields to documents and templates during document preparation. Use Conditional Fields to add “if / then” logic to documents requiring certain fields to be fulfilled by signers based on their prior field selection/execution (e.g., “if signer fulfills Field A, require the signer to fulfill Field B”).
Add Conditional Fields to help signers navigate and accurately complete their documents. This feature also increases the number of documents signers can eSign without human intervention.
Who does this impact?
- Availability: Title Agents, Lenders, Businesses, and Notaries Sourcing Transactions (NSTs)
- Transaction Types: All
How does this work?
Use the resources below to learn more about this feature. Knowledge base article: Conditional Fields
SCIM API User Management
What is this?
Notarize now supports creating, reading, updating, and deactivating organization users through API endpoints, utilizing the System for Cross-domain Identity Management (SCIM).
Who does this impact?
- Availability: Generally available for customers with API key access
- Transaction Types: N/A
How does this work?
Developer documentation: SCIM API Quick Start Guide