Understanding Simplified and Standard Transaction Forms
The organization-wide Advanced Transaction Options setting controls whether Sign, Notarization, and Identify transactions display a simplified form with limited fields or a standard form with 16 additional customizable features—such as email customization, scheduling, and signer verification—while Real Estate, Title, Lender, and business-process transactions always use the full standard form regardless of this setting.
The short answer: A per-organization setting called Advanced Transaction Options determines whether the organization sees 16 extra fields (the standard form) or a trimmed-down view (the simplified form). This only affects Sign, Notarization, and Identify transactions — Real Estate, Title, and Lender always show the full form.
Which Form a Customer Sees
- New organization, no special setup: Simplified (for Sign / Notarization / Identify transactions)
- Organization on a plan/tier with Advanced Transaction Options enabled: Standard
- Title / Real Estate / Lender transactions: Standard (always — the toggle has no effect)
- Business-process transactions (proofing, verification of fact, certify): Standard (always — the toggle has no effect)
Feature Comparison: Simplified vs. Standard
These are the fields and options that differ between the two versions. This only applies to Sign, Notarization, and Identity transaction types — every other transaction type always has full access to everything below.
| Capability | Simplified | Standard |
|---|---|---|
| Email customization (subject, body, signature) | Not available | Available |
| In-app message to signer | Not available | Available |
| Schedule a notary meeting (date + time) | Not available | Available |
| Assign a specific closer / override default closer | Not available | Available |
| Set activation / expiration dates | Not available | Available |
| Mark signer as personally known to notary | Not available | Available |
| Require a secondary ID | Not available | Available |
| External reference / case number | Not available | Available |
| Sequential signing order | Not available | Available |
| Transaction-type selector | Not available | Available |
| Notary-facing internal notes | Not available | Available |
| Add a representative capacity | Not available | Available |
| Document upload & management | Available | Available |
| Identity proofing (IAL2 / SMS / KBA, etc.) | Available | Available |
| Payment / payer selection | Available | Available |
| CC recipients & collaborators | Available | Available |
Note: Adding a representative capacity is only available on the standard transaction form. If a customer on the simplified form needs this, their organization needs Advanced Transaction Options enabled.
How to Troubleshoot a Missing Field
When a customer says a field, option, or button isn't showing up on the transaction creation screen, check in this order:
- 1.Confirm the transaction type. If it's Real Estate, Title, Lender, or a Business-process transaction, the standard/simplified setting doesn't apply — that field should already be visible. If it's genuinely missing, this is likely a different issue and may need escalation.
- 2.Confirm the transaction type is Sign, Notarization, or Identify. If so, the field is probably one of the advanced fields hidden by the simplified form — check the comparison table above.
- 3.Confirm whether the organization has Advanced Transaction Options enabled. If not, that explains the missing field — they'd need to update their plan to see that option.
- 4.If the organization already has Advanced Transaction Options enabled and a field is still missing on an eligible transaction type, escalate to the Support Escalations team — that would be unexpected behavior.
Frequently Asked Questions
Can one user on a team have the standard form while their teammates have the simplified form?
No. This is an organization-wide setting — every member of the organization sees the same version.
A customer wants their organization switched to the standard form. Can Support do this?
Not directly. It's controlled by the organization's plan and provisioning. Route requests like this to Sales/CS for plan changes, or escalate to the Support Escalations team — don't promise an immediate change.
Why doesn't enabling Advanced Transaction Options change anything for a Title or Real Estate customer?
Those transaction types always show the full form. The setting only affects Sign, Notarization, and Identify transactions, so toggling it has no visible effect for Title, Real Estate, or Lender customers.
Is there anything the customer can click to switch between the two forms themselves?
No. There's no customer-facing toggle. The version they see is determined entirely by their organization's settings and updates automatically the next time they load the transaction creation page after that setting changes.
Summary Checklist
- Confirmed the transaction type (Sign / Notarization / Identify vs. everything else).
- Checked whether the organization has Advanced Transaction Options enabled.
- Cross-checked the missing field against the Feature Comparison table.
- Escalated to Support Escalations only if the field is still missing after all of the above.
Still unsure? Post in #coolestcolleagues for a definitive answer.
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