Shipping on May 1, 2023
We're constantly working to improve your Notarize experience. Here are some highlights of what’s changing.
Release notes and dates are subject to change.
These enhancements were deployed to our Fairfax environment on Thursday, April 27, 2023, and our production environment on Monday, May 1, 2023.
Release Notes
Automatic Document Template Matching (DAS-641)
You can now use Document Templates to automate document tagging for your business transactions. With “Automatic matching” enabled, the system attempts to match document templates to your documents upon upload.
Who does this impact?
- Availability: Business customers
- Transaction Types: All
Header link disabled (SE-3886, SE-3870)
When signers are in the pre-meeting flow for Real Estate or eSign transactions, they can no longer click the Notarize/Co-branded header to exit the pre-meeting flow and return to the dashboard. Signers can click on the dropdown in the header and select “My documents” to return to their dashboard and exit the pre-meeting flow.
Who does this impact?
- Availability: Signers using a web browser
- Transaction Types: eSign and Real Estate transactions
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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