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September 2022 Notarize Release Notes

Casey Birkholz
  • Updated

About Release Notes

We add resources as they become available, so check back regularly. All resources are added by 8:15am ET on release day. Until then, the articles linked below may not be accessible or could be pre-release versions.

Release notes are subject to change.

Shipping on September 8, 2022

Signer Failed KBA

What is this?

Provides real-time notification to the Title Agent initiating a RON meeting to know if the signer/borrower cannot complete KBA successfully. Informs Lenders if there is a KBA fail, as well. Notifications are sent via email to both:

  • The Title Agent (if they were added to a transaction by a Lender or if they initiated it)
  • The Lender user who initiated the transaction (if it is a Lender-initiated transaction)

Note: This is the General Availability (GA) release for the Signer Failed KBA feature, which was previously part of a limited release.

Who does this impact?

  • Availability: Real Estate Portals
  • Transaction Types: RON and Hybrid + eNote transactions

How does this work?

Use the resources below to learn more:

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Update KBA to accept US territories

What is this?

We’re expanding KBA to accept US Territories (Puerto Rico, American Samoa, U.S. Virgin Islands). When a signer provides their address, the State dropdown now says State or Territory. They’ll be able to select 1 of the 3 stated U.S. territories and continue through KBA.

Who does this impact?

  • Availability: Signers on the web, iOS, or Android app
  • Transaction Types: All transaction types where KBA is required

How does this work?

Use the resources below to learn more:

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Co-Branding ~ custom login/landing pages

What is this?

Allows customers to add a brand logo and colors to their emails and the Signer experience. Users Admins can access the Brand Customization section in their Account Settings to:

  • Upload their brand logo
  • Input hex codes to customize button and link colors
  • Preview the layout of the Signer login and landing pages with brand settings applied

Once added, these brand elements will be applied to all emails and transactions.

Note: This is the General Availability (GA) release for the Co-Branding feature, which was previously part of a limited release.

Who is impacted?

  • Availability: Real Estate and Enterprise customers
  • Transaction Types: All

How does this work?

Use the resources below to learn more:

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Mobile Web - All business-initiated transactions

What is this?

We are releasing Mobile Web as a platform option for all business-initiated transactions. When signers are sent a transaction from a business, and they open the transaction on their mobile device, they’ll be prompted to select whether they want to continue in the browser via Mobile Web or download the app. Signers will be able to complete their entire transaction using Mobile Web.

Note: Mobile Web is not available for Real Estate transactions.

Supported on Mobile Web Beta / EAP As of Sept 8
Business Initiated  Transactions (BIT) Limited list of organizations Yes - Any org + Notary Sourced Transactions (NST)
Real Estate transactions No No
EasyLink transactions No No
Concurrent Signings No Yes
Transactions requiring multiple forms of ID No Yes
Co-Branding No Yes
Transactions uploaded by Signers No No
Annotations placed by Signers No No
Signers can fulfill designations placed by the business Yes Yes
eSign transactions (BIT) Yes Yes


Who is impacted by this? 

  • Availability: Business signers (Including Signers of Notary Sourced Transactions) 
  • Transaction Types: All business-initiated transactions

How does this work?

Use the resources below to learn more:

Knowledge Base Articles:

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Mobile Web - Multiple signer video feeds

What is this?

As part of our release of Mobile Web to all business customers, we added multiple video feeds during the meeting so we can support Concurrent Signing transactions. When a signer joins a Concurrent Signing meeting using Mobile Web, there will be 2 video feeds - 1 of themselves and 1 of the active speaker. The active speaker video feed will swap the video feed to whoever is currently speaking (notary, other signers on the call, etc.).

Who is impacted by this?

  • Availability: Business signers
  • Transaction Types: Business initiated concurrent signing transactions completed on mobile web (any business with concurrent_signing turned On for a multi-signer transaction).

How does this work?

Use the resources below to learn more:

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Please don’t hesitate to reach out to your Proof team with any questions. To contact Support, click the Chat icon in the corner of your screen to start a chat with us, or send us an email at support@proof.com!

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