Set Document Requirements

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

• Notarization Required: This is the standard notarization workflow. You must leave this "on" or the document will not send.

  • If only a signature is required and not notarization, create a new eSign transaction instead by following the steps in this eSignature article.

• Signer Can Fill in Document: This allows the signer to fill in text fields, use check boxes, or select radio button(s) that were placed before the meeting (but they cannot sign or initial without the notary present).

Default = Not Selected

• Additional witness required: The signer must provide any witnesses required by the document, but notaries can add witnesses during the meeting for an additional cost.

© 2023-2024 Notarize, Inc. (dba Proof.com) All Rights Reserved.