Document Title
Clear title and document type (e.g., Deed, Power of Attorney, Affidavit) so the notary and filing officials can identify jurisdictional requirements quickly.
A concise notary guide reduces rejections, clarifies signer identity steps, and helps maintain legally admissible records under ESIGN and state law. It supports consistent notarial wording, documents chain-of-custody, and aligns in-person and remote workflows with U.S. electronic-signature frameworks such as the ESIGN Act (15 U.S.C. ch. 96) and state UETA rules.
The Notary Guide Template is used by internal teams, external signing parties, and licensed notaries to standardize notarization steps.
Use it as an operational checklist, training aid, and part of the document retention and audit process.
A commissioned official who verifies identity, completes the notarial certificate, and logs journal entries. The notary must follow state statutes for venue wording, witness counts, and any remote notarization requirements when applicable.
An organizational or third-party agent who assembles documents, verifies signer readiness, and coordinates identity proofing and witness participation to ensure the executed instrument is legally sufficient for filing or recordation.
Clear title and document type (e.g., Deed, Power of Attorney, Affidavit) so the notary and filing officials can identify jurisdictional requirements quickly.
Full legal names, contact information, and role labels (grantor/grantee, principal/agent) plus instructions for name matching to government IDs.
Preformatted venue and notary wording tailored to the state, including options for acknowledgements, jurats, and signature witnessing when required.
Approved ID types, acceptable credential standards, and steps for remote identity verification or credential analysis, with recordkeeping instructions.
When witnesses are required, specify number, witness attestation language, and whether a self-proving affidavit applies.
Journal entry fields, audio-video retention for RON sessions, and guidance on retaining copies for the required statutory periods.
| Field | Configuration |
|---|---|
| Authentication Method | Email link | SMS code | KBA |
| Recording Option | Audio-video retention required |
| Template Lock | Prevent edits after signing |
| Audit Trail | Capture IP, timestamps, and actions |
Choose a platform that supports required authentication, audit trails, and the file formats your recorder accepts.
Save completed files as PDF/A for archival, plus provide standard PDF and DOCX copies for reviewers and filers.
Include ID scans, witness affidavits, self-proving affidavits, and any required exhibits when submitting for recordation.
Use descriptive names with date and document type to simplify retrieval and audit review.
Store signed PDFs and audit logs in secure cloud or local repositories per retention policy.
Finalize content and remove editable fields before presenting to signer.
Collect or verify ID per state or KBA standards.
Allow signer to read and confirm understanding.
Signer signs in presence of notary or via RON session.
Notary completes certificate and journal entry.
If required, witnesses sign and attest to identity.
Submit to recorder or clerk if the instrument requires filing.
Store signed copy and audit trail per retention rules.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |