When you create a transaction, you can use Notary Notes to any transaction if you want to add special instructions for the notary. Notary Notes creates an action item for the notary that prompts them to review your note before beginning the process.
Here are a few examples of reminders or instructions you may want to include in a notary note:
- The signer must provide two forms of ID.
- A witness is required for the notarization.
- Ask the signer(s) to upload a supplemental document during the meeting.
- Include contact information so the notary can contact you if the signer has questions arise during the notarization meeting.
Who can use this
Any user in your organization who can create and send transactions and notaries sourcing transactions (NSTs) can perform the steps below.
If you would like to add the same instructions for all your transactions, an owner or admin of your account can add Notary Instructions at the account level.
Add notary notes to a transaction
When you create the transaction, you can add Notary Notes in the Signing details section.
- Click +Add new note in the Notary notes box.
- Type your message in the box that appears.
- Click Save to save the note for that specific transaction.
- Continue creating the transaction to send.