Title agents, lenders, and certain businesses have several scheduling options when they create a new transaction. They select an option when they create a new transaction and before they send it to their recipients.
Who can do this
Title agents and lenders with permission to send and manage transactions can set a signing date window or schedule a date for notarizations.
Users in a business organization can set a signing date window for notarizations only if their organization has their own in-house notaries (IHNs).
What to expect
These are the options available to the users described above.
| Option | Description | Transaction type(s) |
| No restrictions | Signers can complete the transaction whenever it's convenient for them. | All |
| Date window |
Signers can only complete the transaction after a specific date or within a specific date range. The date window may include activation and expiration dates:
|
Notarization or eSignature |
| Scheduled date | You select a specific date and time for the meeting. | Notarizations |
If you set a date window, signers cannot proceed with the transaction after the expiration date has passed.
If you schedule a specific date, signers cannot access the transaction before or after the scheduled meeting. If you'd like to allow signers to begin the pre-meeting process before the scheduled time, buffer time can be enabled.
Signer notifications
Signers receive emails depending on the date window selected.
- If the activation date is set for the future: The signer receives an email notification indicating the activation date. Even if signers click the link from the email, they cannot proceed to the signing or notary meeting until the activation date.
- If the transaction has an expiration date: The signer receives an email indicating the expiration date. Signers cannot proceed to signing or the notary meeting if the expiration date has passed.
Schedule a transaction
Follow the instructions below to schedule a notarization or eSign transaction.
Set a date window
This option is only available for notarizations or eSign transactions sent by real estate organizations or businesses with in-house notaries.
Signers can complete their transaction any time after the activation date (From) or within the two dates, if an expiration date (To) is set.
When you create your transaction:
- Select Date window under Notary meeting.
-
Click the From and To fields to open the calendar and select dates.
- A transaction can have an activation date and no expiration date, if desired.
- Proceed with the rest of the transaction.
Schedule a specific date and time
This option is only available for notarizations sent by real estate organizations or businesses with in-house notaries.
If you use this option, signers will not be able to sign before or after this date.
When you create your transaction:
- Select Date window under Notary meeting.
- Click the Date field to open the calendar select the desired date.
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Select a time from the Time dropdown menu, if desired.
- The transaction can be sent without a time, giving your signer the flexibility to complete the transaction any time that day.
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Ensure the time zone that appears is correct.
- Click the time zone to select a different one, if desired.
- Proceed with the rest of the transaction.