The ResWare Integration with Notarize with Proof allows Title agents to submit orders from ResWare and receive completed documents back into their ResWare instance.
The Title agent in ResWare can set up actions to streamline the process of placing orders from ResWare to Notarize with Proof. Adeptive Support can assist with setting up these actions. The Title agent can also perform these actions manually from the XML and Documents tab on the file in ResWare.
Send Order: This must be the first action completed. This creates a transaction shell in Notarize with Proof and is not viewable on the Notarize with Proof platform. You will not be able to perform other actions before sending the order to Notarize with Proof.
Send Signings: This creates a draft transaction with all Signer details in Notarize with Proof. This will appear as a ‘draft’ in the Title Agency Notarize with Proof account.
Send Documents: *Note only perform this action if your Title Agency submits orders to our Closing Operations team and does not send directly to signers or utilize a BYON (Bring Your Own Notary) workflow (see Sending Directly to Signers below).
- This action adds documents to the transaction and places the order to Closing Ops.
- The transaction status will appear as Order Placed in Notarize with Proof. From here Notarize with Proof Closing Ops will quality check the transaction and documents and send to the Signer(s).
Sending Directly to Signers
If you are sending transactions directly to signer(s) rather than submitting orders to our Closing Operations team, then you will not send documents from ResWare. You will need to complete the ‘Send Order’ and ‘Send Signings’ actions. You would then need to log in to Notarize with Proof, open the draft transaction and add your title documents. After adding documents, you would click ‘Send Transaction’ to send the transaction directly to the signer(s). *Note: Please let Notarize with Proof know if you are sending to signers directly or not to ensure your Notarize with Proof account is configured properly.
Deleting and Recalling Transactions
Check the ‘Cancel’ checkbox on the ‘Signings’ tab in ResWare and send the signing over again to recall the transaction in the Notarize with Proof system. The Title agent can then uncheck the ‘Cancel’ checkbox later and re-send the updated signing.
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