Send a transaction to multiple signers

This article covers how to prepare and send documents that require multiple signers. There are a few options for completing a notarization when documents need to be signed by multiple parties.

Read Multiple-signer transactions overview for details about types of transactions with more than one signer.

Any user in your organization with an owner, admin, team member, and sender role can perform the action below.

Create a multiple-signer transaction

1. Click Send & manage from the navigation panel on the left.
2. Click Send new transaction.
3. Select Notarize.
4. Name the transaction.
5. Indicate if two forms of identification are required from the signers.
6. Provide the details for the first signer.
7. Click Add recipient under Recipient details. 
   
8. Provide the first name, last name, and email address of the additional signer.
9. Repeat steps 3 and 4 for any additional signers. 
   
   • If the transaction has 2 signers who will complete the meeting in the same location and the same device, use the same email address for both signers.
   • For any other circumstance, all signers must have unique email addresses.
10. Click Upload document. 
11. Click Upload document or drag the desired document into the box to upload.
12. Select Add Document to Transaction in the lower right.
13. Use the check boxes to select the requirements for the document. 
14. Click the document title to prepare your document for the signers.
15. Click Save & close after the fields are added
16. Select the desired option for the notary meeting.
17. Add Notary Notes, if desired.
18. Type a message to your signers in the Custom Email section, if desired.
19. Click Send transaction.