Configure Individual Transactions
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Schedule a Transaction
Audience: OrganizationsAs a title agent, lender, or business user, you can co...
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Request Supplemental Documents from Signers
Audience: Organizations ...
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Set the Signing Order for Multiple Signers
Audience: OrganizationsThe short answer: Organizations with Premium subscript...
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Add Closing Contacts to a Real Estate Transaction
Audience: Organizations The short answer: You can add closing contacts to a ...
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Add a CC Contact
Audience: OrganizationsThe short answer: Add CC contacts to automatically not...
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Add a Representative Signer
Audience: Organizations The short answer: When someone is signing...
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Assign a Notary to a Transaction
Audience: Organizations The short answer: Assign an in-house nota...
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Allow Sign Ahead for a Transaction
Audience: Organizations The short answer: Sign Ahead lets signers complete n...
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Send a Transaction to a Signing Group
Audience: OrganizationsThe short answer: Send transactions to a shared inbox ...
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Require a Witness for Documents
Audience: Organizations The short answer: Set a witness requirement when pre...
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Skip Identity Verification if Notary Personally Knows Signer
Audience: Organizations and Notary-Sourced Transactions (NST) Working with ...
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Add Notary Instructions to One Transaction
Audience: Business and Real Estate Senders Notary Instructions le...
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Enable or Disable Multi-Factor Authentication for One Transaction
Audience: OrganizationsThe short answer: You can enable or disable multi-fact...
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Selecting a Cost Center for a New Transaction
Audience: Business and Real Estate Senders You can assign a cost ...
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Assign In-House and On-Demand Notaries to Different Signers (API Only)
Audience: Organizations The short answer: Organizations with API access and ...