Configure Individual Transactions
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Transaction configurations overview
Here's an overview of the options available when you create a single new trans...
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Schedule a notarization or eSign transaction
Title agents, lenders, and certain businesses have several scheduling options ...
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Request supplemental documents from signers
Supplemental documents provide additional information to recipients. These doc...
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Set the signing order for multiple signers
For documents that require one or more signers to sign before another group, y...
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Add your closing team to a transaction
Add a closing team to your transactions to keep your team updated automaticall...
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Add a CC contact
Automatically send email notifications to contacts for specific transactions t...
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Add a representative signer
Include a representative signer, someone that is signing on behalf of someone ...
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Assign a notary to a transaction
Specify which in-house notary you'd like to conduct the meeting when you creat...
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Send a transaction to a signing group
If you have a transaction that can be executed by anyone from a group of peopl...
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Require a witness for your transaction
Learn how to prepare a document to require a witness for a real estate transac...
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Use a credible witness to identify a signer
A credible identifying witness, also called a credible witness, can be used if...
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Skip identity verification if notary personally knows signer
Most states allow notaries to use their personal knowledge of a signer as an i...
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Add Notary Notes to a transaction
When you create a transaction, you can use Notary Notes to any transaction if ...