Add Notary Instructions to One Transaction
The guide explains how business and real estate senders can add specific notary instructions to individual transactions by clicking "+Add instruction" in the Signing details section, typing their special requirements or reminders (such as ID verification or witness needs), saving the note to prompt the notary before notarization, and also mentions the option for account owners or admins to set default instructions for all transactions.
Audience: Business and Real Estate Senders
Notary Instructions let you add special instructions to any transaction. Your note creates an action item that prompts the notary to review your instructions before starting the notarization.
Summary Checklist
- Click +Add instruction in the Signing details section when creating your transaction
- Type your instructions in the text box that appears
- Click Save to attach the note to that transaction
How to Add Notary Notes
Notary Notes help you communicate specific requirements or reminders to the notary handling your transaction. Common uses include requesting additional ID verification, requiring witnesses, or sharing your contact information for questions.
Examples of Instructions
- The signer must provide two forms of ID
- A witness is required for the notarization
- Ask the signer to upload a supplemental document during the meeting
- Your contact information so the notary can reach you if questions arise
Account-Level Instructions
If you want to add the same instructions to all your transactions, you can set up Notary Instructions at the account level. An owner or admin of your account can configure this setting.
Add Instructions to a Transaction
1. Open the Signing Details Section
When creating your transaction, scroll to the Signing details section. Click +Add instruction in the Add a notary instruction box.
2. Type Your Instructions
A text box appears where you can type your message to the notary. Be specific about what you need them to know or do.
3. Save and Continue
Click Save to attach the note to this transaction. Then continue creating and sending your transaction as usual.
Still unsure? Contact Proof Support if you need help adding notary notes or setting up account-level instructions.
Related
Upload a Document to Start a Notarization – Proof Help Center
The article explains how to upload a PDF or Word document via a web browser to connect with a live notary for remote notarization, detailing required items such as a U.S. SSN or ITIN, government-issued photo ID, U.S. address, email, and a device with audio/video, and provides step-by-step instructions for uploading, reviewing, and preparing the document for signing.
Assign a Notary to a Transaction – Proof Help Center
The Proof Help Center guide explains how organizations can assign a specific in-house notary to a transaction by selecting "Internal notary" and choosing a team member, with the signer's experience varying based on the "Hard notary assignment" setting that controls whether only the assigned notary or all compliant notaries are notified, and also details how to use the Notarize Network for on-demand notaries, emphasizing the importance of setting signer expectations and offering support options.
Prepare and Tag Documents for Recipients – Proof Help Center
The Proof Help Center explains that tagging documents with fields—action items like signatures, dates, or initials—before a notarization session streamlines the process by allowing creators to place, move, resize, delete, and bulk-edit these fields in the Document Preparation window after uploading files, thereby reducing errors and improving the experience for all participants.
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Assign In-House and On-Demand Notaries to Different Signers (API Only)
Organizations with API access and in-house notaries can assign different notary types—on-demand or in-house—to individual signers within the same transaction by configuring notary assignments via the API based on signing order, enabling tailored notarization flows such as allowing internal employees to skip identity verification while external signers complete standard processes.