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April 13, 2023 Notarize Release Notes

Casey Birkholz
  • Updated

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.
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Shipping on April 13, 2023

All Real Estate Business Notaries
Mobile Web for Real Estate Contacts Mobile Web for Real Estate Contacts   Mobile Web for Real Estate Contacts (FYI)
Conditional Fields Conditional Fields Conditional Fields Conditional Fields (FYI)
SCIM API User Management SCIM API User Management SCIM API User Management  

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:

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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

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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

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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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