Create New Transactions
- Send a notarization request via email or SMS
- Create an Identify transaction
- Send a transaction to multiple signers
- Create an eClosing transaction
- Send a transaction for eSignature
- Select an existing document template for an individual transaction
Configure Individual Transactions
- Schedule a notarization or eSign transaction
- Request supplemental documents from signers
- Set the signing order for a transaction with multiple signers
- Add your closing team to a transaction
- Add a CC contact
- Add a representative signer
EasyLinks
- EasyLinks overview
- Create an EasyLink for signers to upload documents
- Create an EasyLink for Identify transactions
- Create an EasyLink using a template
- Print a QR code for an Identify EasyLink
- Share existing EasyLinks
Transaction Actions Menu
- Transaction actions overview
- Send a manual reminder to your signers
- Edit a business transaction
- Recall a real estate transaction
- Clone a transaction
- Cancel a transaction
Transactions Management & Records
- Transaction management overview
- Access and download completed documents
- Search and filter transactions
- Archive or unarchive completed transactions
- Delete draft transactions in bulk
- Export transactions