Request Supplemental Documents from Signers

The short answer: Supplemental documents provide additional information alongside a notarization. They are not required to be signed during the meeting, but are requested by the sender to be added to the completed package.

Notaries prompt the signer to upload supplemental documents during the meeting. Examples include:

• A financial institution may require a certificate of death to accompany a notarization initiated for the beneficiary of a deceased client.
• A receipt proving a purchase may be required to settle a consumer dispute.

Supplemental documents are added at the end of the completed package.

Indicate supplemental documents are needed

When this feature is enabled, follow the steps below to receive the documents in one package:

1. Instruct the notary to prompt the signer for the supplemental documents during the meeting via a Notary Note:
   • Add Notary Notes to one transaction
   • Add Notary Instructions for all transactions
2. Inform your customers to be prepared to upload the supplemental documents. If you'd like to add a reminder, you can add a personalized note when you initially send the notarization and/or use a reminder email.

Summary Checklist

• The signer in meeting document upload feature must be enabled by Proof — contact your CSM or sales team.
• Add a Notary Note or Notary Instruction to tell the notary to prompt the signer for the document.
• Inform the signer in advance and send a reminder email if needed.
• Supplemental documents are appended to the end of the completed package.

Updated May 19, 2026 15:04