Notary To Do List

This is a quick and easy reference for notaries while creating a transaction in their SIGNiX account, with tips and reminders on having a smooth experience.

What is the Notary Transaction "To Do" List?

This list is meant to help notaries to avoid common mistakes when creating transactions.

Maybe it's been a while since using the SIGNiX system, and you would like a quick refresh on the steps needed to create a transaction for your clients to sign.

These steps will assume some general knowledge of the eNotaryDox software and how to move about your account from one screen to the next.

Steps of the "To Do" List:

1. Add the required parties as "signers" to the transaction.
2. Select an appropriate authentication method for each signer.
3. Add yourself using the "I am the signer" button and then the "notary" button.
4. Add the required documents to the transaction.
5. Starting with the first signer, drag and drop the required signature fields first.
6. Drag and drop text boxes and other fields for the signer, as necessary.
7. Switch to the next signer using the drop-down menu on the Signatures screen and repeat the above two steps for each signer.
8. Drag and drop signatures for yourself as the notary.
9. Drag and drop fields for each of your notary seals onto the document.
10. When ready, Send the transaction to create it in your account.
11. If you selected "yes" for Demo Mode, then click the "Okay" button to proceed.
12. Schedule a Zoom meeting with your signers.
13. Once the Zoom meeting has started, click on the "Stop Email Hold" button on the Status screen of the transaction, and this will send an email to the first signer to sign the documents.
14. Logout of your account after stopping the email hold and before you notarize.

What if I still have questions?

We have additional FAQ articles in our Knowledge Base that expand on these steps in greater detail.

Questions about Signers and Authentication:

• To create a transaction where you will notarize more than one person, please click here.
• For KBA with ID Verify, please click here.
• For instructions to give signers while taking ID pictures, please click here.
• For Biometrics, please click here.

Questions about Adding Your self as the Notary:

• For instructions, please click here.
• For info about the Real Estate question that may appear, please click here.
• If your Name or Email appears incorrect when adding yourself, please click here.
• If your Notary Commission info or seal image appear incorrect, please click here.

Questions about Adding Fields to the Document:

• For instructions on adding the notary seal, please click here.
• To resize fields, please click here.
• To learn more about text boxes, please click here.

Questions about Options on the Send Screen:

• For info about Demonstration Mode, please click here.
• For info about the Email Hold option, please click here.
• For Florida notaries, there will be a question about the documents, please click here.

Questions about Zoom:

• To reschedule a meeting, or to get a link for the meeting that you can share, please click here.
• How to not use Zoom through SIGNiX, please click here.
• To schedule a second Zoom meeting after the first has ended, please click here.