Prepare Documents

• Rotate a Document After Upload

  Audience: Everyone The short answer: If your document is sideways after uplo...

• File Size and Format Requirements

  Audience: EveryoneThe short answer: Getting your document uploaded correctly ...

• Scan documents using a mobile device

  Audience: EveryoneThe short answer: You can scan physical documents directly ...

• Upload a Document in the Notarize Mobile App to Get Started

  Audience: Everyone The short answer: You can upload a document for ...

• Upload title documents to a Collab closing

  Audience: Organizations The short answer: When a lender invites you to a Col...

• Set document requirements for notarizations

  Audience: Organizations Audience: Notary-Sourced Transaction notaries (NSTs...

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• Signer Fields Overview

  Audience: Organizations Audience: Notary-Sourced Transaction notaries (NSTs...

• Notary Fields

  Audience: Organizations The short answer: Notary fields are place...

• Required and Optional Document Fields

  Audience: Organizations Audience: All Notaries The short answer: When prepar...

• Prepare and Tag Documents for Recipients

  Audience: Organizations Audience: Notary-Sourced Transactio...

• Prepare a Document After You Upload

  Audience: Recipients The short answer: Before your notarization ses...

• View, Add, or Edit Field Instructions

  Audience: EveryoneYou can add instructions directly to fields on your documen...

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• Business Document Templates Overview

  Audience: OrganizationsThe short answer: Business document templates streamli...

• Create a Business Document Template

  Audience: Organizations Audience: Notary-Sourced Transaction notaries (...

• Import Business Document Templates

  Audience: Organizations The short answer: Owners, admins, and team members c...

• Export Business Document Templates

  Audience: OrganizationsThe short answer: Export document templates from one a...

• Enable Template Matching for Businesses

  Audience: Organizations The short answer: Admins and owners can enable templ...

• Delete Document Templates from Your Account

  Audience: Organizations The short answer: Admins, team members, a...

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• Select a Variant for a Document Template

  Audience: Organizations When you upload a document for a real estate transa...

• White-text tagging implementation guide for real estate

  Audience: OrganizationsThe short answer: White-text tags are invisible placeh...