Tag Your Real Estate Documents

• You can set markers on documents to ensure all participants meet the requirements set forth in the documents. 
• The toggles for each document are in the top right corner of the Document Preparation view.
• Set the requirements for each document as you prepare them.

Toggle definitions and use-cases

	Requires Notarization  Ensures the document is signed in front of the Notary and alerts the Notary that a seal is required to complete the document.
	Requires In-Meeting Signing  Signers must sign the document during the meeting with the notary.
	Allow Pre-Meeting Editing  Allows your Signer(s) to insert information before the meeting. This feature is helpful for forms such as Wire Transfers, 1099s, etc.  Note: If you select the green Requires In-Meeting Signing toggle in addition to this toggle, it allows information to be added and also locks the Signer from signing in front of the Notary if a signature is needed.
	Witness Required  Notifies the Notary that witnesses are required for the transaction.

Assign access toggles on the Transaction Creation page by selecting an option for each document:

• When a toggle is enabled it appears in color.
• When disabled, toggles are greyed out.

Adding Notary Tags does not apply any notarial information before the meeting with the Signer. It simply enables notaries to efficiently complete their notarial duties during the meeting.

• Seal Here: A Notary Seal tag that places where the seal needs to go
• Sign Here: A signature tag for the Notary Signature
• State: A tag for the notarial commissioned state
• County: A tag for the county the Notary has designated as their location
• Name: A tag for the Notary's printed name
• Commission Expiry: A tag for the commission expiration date
• ID Number: A tag for the Notary commission/ID number
• Date Signed: A tag to place the date the Notary signed/completed the notarization
• Fill In Here: A tag for an empty text box to type in information needed
• Select: A flag for an empty checkbox to mark information as appropriate in the meeting
• Bulk: Drops in several tags for the Notarial Certificate at once:
  • Seal, County, State, Signature, and Commission Expiration Date
• Disclosure:A tag for the annotation with your state-specific language for the audio/video disclosure. This disclosure is required on every document requiring notarization. 

Signer Tags are placed by you for the Signer. If you create a transaction for more than one Signer, choose which Signer you place tags for on the right-hand side of the Document Tagging screen.

• Sign Here: A signature tag to indicate where you would like the Signer to sign the document
• Initial Here: An initials tag to place on the document for where you would like the Signer to initial
• Date Signed: A tag for the Signer to generate the date they signed the document
• Signer Name: A tag for the Signer to add their printed name
• Select: An empty checkbox for the Signer to select the answer to a multiple-choice question
• Fill in Here: An empty text box that prompts the Signer to add information
• Signature & Date: A tag that drops both the signature & date on the document for the Signer

Signer fields are required by default, but you can mark a signer field as optional by selecting the tag and doing one of the following:

• Toggle Field is required to OFF (from the right toolbar)
• -or-
• Click Set as optional (this button appears when the field is selected)