Notary Notes

Documents are complicated. We commonly see that the receiving parties of certain documents want them filled out a certain way, or want certain parts left blank. Using notary notes, you can provide our notaries with instructions on completing the documents, to ensure they are filled completely and accurately to your downstream business needs.

The notary is required to acknowledge that they've read the instructions in order to complete the meeting.

Transaction Level Notary Notes

UI

In the UI, you can modify or add additional instructions to any account level notary instructions configured on your account:

API

Via API, you can set notary instructions at the transaction level when you call the Create Transaction or Update Transaction endpoints:

POST /transactions 
or
PUT /transactions/ot_xxxxxxx
{
  "signers": [
    {
      "email": "[email protected]"
    }
  ],
  "documents": [
      {
          "resource": "https://www.w3.org/WAI/ER/tests/xhtml/testfiles/resources/pdf/dummy.pdf"
      }
  ],
  "notary_instructions": [
      {
          "notary_note": "Leave Section C blank"
      },
      {
          "notary_note": "Leave Section F blank"
      }
  ]
}