Configure Individual Transactions
- Schedule a notarization or eSign transaction
- Request supplemental documents from signers
- Set the signing order for a transaction with multiple signers
- Add your closing team to a transaction
- Add a CC contact
- Add a representative signer
- Assign a notary to a transaction
- Send a transaction to a signing group
- Require a witness for your transaction
- Use a credible witness to identify a signer
- Skip identity verification if notary personally knows signer
- Add Notary Notes to a transaction