Prepare Documents

• Rotate a document after upload

  If your document is sideways when it's uploaded, you can rotate it so it's ori...

• File size and format requirements

  Below are the accepted file formats and size limits for uploading documents. 💡...

• Scan documents using a mobile device

  Scan physical documents using your a web browser on your mobile device. ℹ️ Upl...

• Upload a document in the Notarize mobile app to get started

  Here's how to upload a document using the Notarize app on your Android or Appl...

• Set document requirements for notarizations

  After you upload a file, set the document requirements for the signer to prope...

• Replace a prepared document

  Quickly swap out documents on your transactions and document templates without...

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• Signer fields overview

  A field is fillable for signers, and fields can be added to documents to guide...

• Notary fields

  Notary fields are fillable in the meeting and streamline the process for the n...

• Prepare and tag documents for recipients

  Tagging documents is the act of adding fields to make it clear where to provid...

• Prepare a document after you upload

  After you upload your document for notarization, you need to prepare the docum...

• View, add, or edit field instructions

  Sometimes forms are confusing to fill out for signers or witnesses, and they n...

• Add grouped fields

  When you prepare your document, you can place multiple related fields using th...

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• Create a business document template

  Save time and streamline transactions by using Document Templates for your bus...

• Import business document templates

  Streamline how you set up templates between parent/child accounts by importing...

• Export business document templates

  Streamline how you set up templates between parent/child accounts by exporting...

• Enable template matching

  Using templates to send transactions is a great way to save time and increase ...

• Delete document templates from your account

  Learn how to delete one or more document templates from your account. If you n...

• White-text tagging implementation guide for real estate

  White-text tags are placeholders with text in white that is invisible to the h...

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