New Tools Enable Customers to Sign More Things with Proof‍

Discover how our latest features empower you to manage transactions with greater control, efficiency, and compliance.

Precision With Our Enhanced Signing Order Controls

Signing Order helps you manage your transactions with greater precision and efficiency. You can now easily define both sequential and parallel signing orders directly within the new transaction creation form. Whether you need signers to follow a specific sequence or handle multiple signers simultaneously, the Signing Order feature adapts to your needs, ensuring your document workflows are executed smoothly and in the correct order.

Now it’s even easier to send a transaction that has complex signing requirements. For example, use cases that require countersignatures can now be more seamlessly executed all within one transaction.

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Save Time With Bulk Delete Documents 

Previously, removing documents from drafts could be a time-consuming process, especially when dealing with multiple files. With Bulk Delete Documents, you can now easily select and delete several documents simultaneously in the transaction creation form and document templates screen. This feature reduces the time and effort required for document management.

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Decrease Rejections With The Control To Restrict Signature Fonts

With the release of the Restrict Signature Fonts setting, organizations can have greater control over text-based signatures. You now have the ability to customize and limit the font options available to your signers. 

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Restrict Signature Font ensures that the signatures created are more likely to meet the necessary requirements and avoid rejection by recording authorities. 

By setting specific font restrictions, you can prevent potential issues while maintaining compliance and reducing administrative hassles. This feature will drive higher acceptance of your documents and reduce rate that documents get returned not in good order (NIGO)

Enhance Meeting Efficiency With Signer Scheduling

Signer Scheduling allows you to enforce precise start times for each notary session, ensuring that signers can only join the meeting at the scheduled time. The “Join Now” button will activate only at the designated time, preventing early join attempts that could lead to signers connecting with the wrong notaries.

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With Signer Scheduling, if a signer is late to the meeting, their ability to join does not expire. They can still connect to the meeting anytime within the same day, ensuring that they can still complete their transaction even in the face of a minor delay. 

Signer Scheduling gives you greater control and reliability in your meeting management, leading to a more efficient and effective notary experience.

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An Alternative To KBA Verification For Remote Online Notarizations Now Available for Real Estate

Prior to joining a remote online notarization meeting, signers can sometimes get stuck when attempting to complete Knowledge-based Authentication (KBA), resulting in their inability to complete transactions electronically. This can happen for a variety of reasons. Sometimes the person does not have an SSN/ITIN, they may not have enough history in the US to produce knowledge-based questions or they simply fail because these questions can be challenging. This can be frustrating and costly for both our customers and their signers! 

That’s precisely why we have been working with various states to get alternatives to KBA approved. Our solution uses identity verification database checks, credential analysis, and a biometric comparison as a KBA failover method and we have been rolling this out for consumers who use our business and retail product. We are now making this available for our real estate customers that leverage the Notarize Network. 

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Here’s how the new remote online notarization flow works. When the customer can’t complete KBA, the system will check this identity to see if it’s eligible to perform an alternate form of verification. If eligible, the user will be presented with credential analysis and selfie in order to proceed to the meeting. These are the cases where the new flow will be presented:

1. Signer attempts to pass KBA but fails twice
2. Signers whose KBA can’t be generated
3. Signers without an SSN or ITIN and have a US address 

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If you are a Real Estate customer and would like to enable this workflow, please reach out to your Customer Success Manager or to our Sales team to enable this additional workflow. 

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Track Transaction Costs With Detailed Charge Statements For Real Estate

We are excited to release Charge Statements for our real estate customers. This feature provides a detailed, per-transaction document outlining all costs associated with a transaction, making it easier to track and manage expenses.

Available exclusively to the sender, the Charge Statement is particularly useful for real estate professionals who need clear records of how much they paid for Remote Online Notarizations (RONs) per closing packet. Title companies will now be able to get a summary of the charges for each transaction, without having to wait for the invoice at the end of the month.This makes it extremely convenient when a title agent needs all the required documents to close out an order.

By offering a transparent breakdown of transaction costs, this feature helps ensure accuracy in billing and record-keeping, giving you more control over your financial tracking.