Understanding Simplified and Standard Transaction Forms
Audience: Internal
The short answer: A per-organization setting called Advanced Transaction Options determines whether the org sees 16 extra fields (the standard form) or a trimmed-down view (the simplified form). This only affects Sign, Notarization, and Identify transactions — Real Estate, Title, and Lender always show the full form.
Which Form a Customer Sees
Use this table to confirm why an org is seeing the form it's seeing.
Organization on a plan/tier with Advanced Transaction Options enabled
Standard
Title / Real Estate / Lender transactions
Standard (always — the toggle has no effect)
Business-process transactions (proofing, verification of fact, certify)
Standard (always — the toggle has no effect)
Feature Comparison: Simplified vs. Standard
These are the fields and options that differ between the two versions. This only applies to Sign, Notarization, and Identity transaction types — every other transaction type always has full access to everything below.
Capability
Simplified
Standard
Email customization (subject, body, signature)
Not available
Available
In-app message to signer
Not available
Available
Schedule a notary meeting (date + time)
Not available
Available
Assign a specific closer / override default closer
Not available
Available
Set activation / expiration dates
Not available
Available
Mark signer as personally known to notary
Not available
Available
Require a secondary ID
Not available
Available
External reference / case number
Not available
Available
Sequential signing order
Not available
Available
Transaction-type selector
Not available
Available
Notary-facing internal notes
Not available
Available
Add a representative capacity
Not available
Available
Document upload & management
Available
Available
Identity proofing (IAL2 / SMS / KBA, etc.)
Available
Available
Payment / payer selection
Available
Available
CC recipients & collaborators
Available
Available
⚠️
Adding a representative capacity is only available on the standard transaction form. If a customer on the simplified form needs this, their organization needs Advanced Transaction Options enabled.
How to Troubleshoot a Missing Field
When a customer says a field, option, or button isn't showing up on the transaction creation screen, check in this order:
Confirm the transaction type. If it's Real Estate, Title, Lender, or a Business-process transaction, the standard/simplified setting doesn't apply — that field should already be visible. If it's genuinely missing, this is likely a different issue and may need escalation.
Confirm the transaction type is Sign, Notarization, or Identify. If so, the field is probably one of the advanced fields hidden by the simplified form — check the comparison table above.
Confirm whether the organization has Advanced Transaction Options enabled. If not, that explains the missing field — they'd need to update their plan to see that option.
If the org already has Advanced Transaction Options enabled and a field is still missing on an eligible transaction type, escalate to the Support Escalations team — that would be unexpected behavior.
Frequently Asked Questions
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Can one user on a team have the standard form while their teammates have
the simplified form?
No. This is an organization-wide setting — every member of the org sees the
same version.
+
A customer wants their organization switched to the standard form. Can Support
do this?
Not directly. It's controlled by the organization's plan and provisioning.
Route requests like this to Sales/CS for plan changes, or escalate to the Support Escalations team — don't promise an immediate change.
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Why doesn't enabling Advanced Transaction Options change anything for a Title
or Real Estate customer?
Those transaction types always show the full form. The setting only affects
Sign, Notarization, and Identify transactions, so toggling it has no visible
effect for Title, Real Estate, or Lender customers.
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Is there anything the customer can click to switch between the two forms
themselves?
No. There's no customer-facing toggle. The version they see is determined
entirely by their organization's settings and updates automatically the next
time they load the transaction creation page after that setting changes.
Summary Checklist
Confirmed the transaction type (Sign / Notarization / Identify vs. everything else).
Checked whether the org has Advanced Transaction Options enabled.
Cross-checked the missing field against the Feature Comparison table.
Escalated to Support Escalations only if the field is still missing after all of the above.
i
Still unsure? Post in #coolestcolleagues for a definitive answer.