As a title agent, lender, or business user, you can control exactly when signers are able to access and complete their transactions. You have three scheduling options: No Restrictions, a Date Window, or a Scheduled Date — availability depends on your organization type.
Scheduling Compatibility
Not all scheduling options are available for every organization type. Here's what applies to you:
Real Estate Organizations
Can use all three scheduling options for both notarizations and eSignatures.
Business Organizations
Can use date windows for notarizations only if your organization has in-house notaries (IHNs).
Your Scheduling Options
When creating a transaction, select one of the following options under Signing Details:
| Option | How It Works | Best For |
|---|---|---|
| No Restrictions | Signers can access and complete the transaction as soon as it is sent. | Standard transactions with no firm deadline. |
| Date Window | Sets an activation date (start) and/or an expiration date (end). | Transactions that must start on a specific date or have a hard deadline. |
| Scheduled Date | Sets a specific date and time for the notary meeting. | High-priority closings that require a synchronized meeting time. |
How Scheduling Affects Signers
The dates you set automatically trigger specific behaviors and email notifications for your signers:
- Future activation dates: Signers receive an email notification immediately but cannot proceed until the activation date arrives.
- Expiration dates: Signers see the expiration date in their email. Once it passes, the transaction link no longer works.
- Scheduled meetings: Signers cannot enter the session before or after the scheduled time.
Set a Date Window
Available for real estate organizations (all transaction types) and business organizations with in-house notaries (notarizations only).
- Under Signing Details when creating your transaction, select Date Window.
- Select the From and To fields to open the calendar and choose your dates.
- Complete the remaining transaction details and send.
⚠️ You can set a start date without an end date if you want the transaction to remain open indefinitely after it activates.
Schedule a Specific Date and Time
Available for real estate organizations (all transaction types) and business organizations with in-house notaries (notarizations only).
- Under Signing Details when creating your transaction, select Scheduled Date.
- Select the Date field to open the calendar and choose your preferred date.
- Select a specific time from the Time dropdown. You can leave this blank to allow the signer to complete the transaction at any point on that day.
- Confirm the time zone is correct. Select the time zone to adjust it if needed.
- Complete the remaining transaction details and send.
Summary Checklist
- Real estate organizations can use all three scheduling options for notarizations and eSignatures.
- Business organizations with IHNs can use date windows for notarizations only.
- Signers are automatically notified by email of all activation and expiration dates.
- Date windows do not require an end date — you can set a start date only if you want ongoing access after activation.
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