A guide for businesses to set requirements on documents when preparing transactions.
🎯Primary Audience: Proof for Business
Select Requirements
Once you upload the document and add it to the transaction, there will be a set of requirements to the right of the document for you to choose from.
Default = Pre-selected
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Notarization Required: This is the standard notarization workflow. You must leave this "on" or the document will not send. The only time you would unselect this requirement is for an eSign-only transaction. Start a new transaction by following the steps in eSignature.
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Signer Can Fill in Document: This allows the signer to complete a portion of the document prior to the notary meeting. 🚨 This is highly recommended! This saves time during the notary meeting.
Default = Not Selected
- Additional witness required: The signer must provide any witnesses required by the document. Proof does not provide witnesses. Note: Notaries can also add witnesses during the meeting.
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