Tagging documents before a meeting creates a smooth experience for Notaries & Signers. A tag is essentially a "call to action." Tags can be placed by the person creating a transaction for the Notary or the Signer to fulfill.
Here are a few examples of commonly used tags:
- Sign Here
- Notarization Required
- Date Signed
- Witness Required
Signer fields can be marked as optional if they're not required to complete the document, or conditional if additional fields need to be filled out based on the response to another field.
Additional Articles
ℹ️ Anyone can access most of the articles linked below. However, only notaries and business/real estate customers can access notary articles. Review Access Help Center Articles as a Notary for assistance.
- Notaries:
- Business:
- Real Estate:
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