Templates
- Delete document templates from your account
- Anchor Text
- Enable template matching
- White Text Tags
- Create a business document template
- Import Document Templates | Business
Upload Documents
- Replace a prepared document
- Merge documents
- Hide non-essential documents for a transaction
- Upload a document with the Notarize mobile app
- File size and format requirements
- Scan Documents Using a Mobile Device
Add Fields
- View, add, or edit field instructions
- Prepare a document after you upload
- Tag Documents
- Annotation Tools
- Tag & Prepare Documents
- Tag Your Real Estate Documents
Types of Fields
- Grouped Fields
- Conditional Fields for Signers | Real Estate
- Add Conditional Fields for Signers - Business
- Optional Signer Fields
- Conditional Fields
- Grouped Fields | Business Portal