Specify which in-house notary you'd like to conduct the meeting when you create a new notarization request from your business account.
Who this is for
Any user in your organization who can create and send transactions can perform the steps below.
What to expect
When you select a specific notary to handle a call, the signer's experience depends if your account has the Hard notary assignment feature enabled.
If you assign a transaction to a specific in-house notary and:
Hard notary assignment is ON: Only the assigned notary is notified when the signer is ready to meet.
Hard notary assignment is 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 shows that it's assigned to a specific notary, but it can be answered by any notary who is notified.
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 (your own in-house notaries, your notary panel, or the Notarize Network of on-demand notaries). Be sure to set expectations about wait times with your signers according to your overflow settings.
Assign an in-house notary
When you create a new transaction, follow the steps below to select a specific notary.
- Select Internal notary under Who will conduct the meeting?
- Click the Select team member box.
- Choose the desired notary from the dropdown menu that appears.
Use the Notarize Network
If you prefer to use the Notarize Network of on-demand notaries for the transaction, select Notarize during transaction creation.