The short answer: Notary instructions let you add special instructions to any transaction. Your note creates an action item that prompts the notary to review your instructions before starting the notarization.
Examples of Instructions
Notary instructions help you communicate specific requirements or reminders to the notary handling your transaction. Common uses include requesting additional ID verification, requiring witnesses, or sharing your contact information for questions.
- The signer must provide two forms of ID.
- A witness is required for the notarization.
- Ask the signer to upload a supplemental document during the meeting.
- Your contact information so the notary can reach you if questions arise
Account-Level Instructions
If you want to add the same instructions to all your transactions, you can set up notary instructions at the account level. An owner or admin of your account can configure this setting.
Add Instructions to a Transaction
1. Open the Signing Details Section
When creating your transaction, scroll to the Signing details section. Click +Add instruction in the Add a notary instruction box.
If you don't see the +Add instruction box, your account likely doesn't include this feature.
2. Type Your Instructions
A text box appears where you can type your message to the notary. Be specific about what you need them to know or do.
3. Save and Continue
Click Save to attach the note to this transaction. Then continue creating and sending your transaction as usual.
Summary Checklist
- Click +Add instruction in the Signing details section when creating your transaction.
- Type your instructions in the text box that appears.
- Click Save to attach the note to that transaction.
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