Assign a Notary to a Transaction

The short answer: Assign an in-house notary to a transaction at creation. Notifications depend on your Hard notary assignment setting.

How It Works

When you assign a specific in-house notary to a transaction, your signer's experience depends on your Hard notary assignment setting:

• Hard notary assignment ON: Only the assigned notary is notified when the signer is ready to meet. This ensures your specific notary handles the call.
• Hard notary assignment OFF: All compliant notaries on your team — including the assigned notary and any other in-house notaries — are notified at the same time. The call displays the assignment, but any notified notary can answer.

In both scenarios, you can set a time limit for how long the signer waits for the assigned notary before the transaction rings to other available notaries. This could include your other in-house notaries, your notary panel, or the Notarize Network of on-demand notaries. Be sure to set expectations with your signers based on your overflow settings.

Assign an In-House Notary

To assign a specific in-house notary to a transaction, follow these steps when creating a new transaction.

1. Select Internal Notary

Under Signing Details, select Internal notary.

2. Open the Team Member Selector

Click the Select team member box.

3. Choose Your Notary

Select the desired notary from the dropdown menu.

Use the Notarize Network

To use the Notarize Network of on-demand notaries instead of an in-house notary, select Notarize Network when creating the transaction.

Summary Checklist

• Under Signing Details, select Internal notary or Notarize Network.
• If assigning an in-house notary, select your team member from the dropdown.
• Set signer expectations based on your Hard notary assignment and overflow settings.

Updated May 06, 2026 18:54