Overview
If you have instructions that you'd like automatically and universally shared with notaries, save time by creating Notary Instructions that appear on all transactions.
Notary Instructions creates an action item for all notaries on all of your transactions, prompting them to review your note before beginning the signing process.
💡 In addition, or alternatively, you can add specific Notary Notes at the transaction level.
🎯Primary Audience: Title Agents & Lenders
Steps
- Log in to your Proof account.
- Click ⚙️ Settings from the navigation panel on the left:
- If you don't see the panel, click the caret to expand it.
- Select Transaction Settings from the Settings menu.
- Click Notary instructions to open that second tab on the Transaction settings page.
- Type the instructions you want all notaries to see on every transaction in the New Instruction box.
- Click
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