Availability: Essentials, Business, and Enterprise. You can purchase transactions directly through your Customer Success or Account Manager, or independently, with packages of 1, 5, 10, or 50 transactions available.
Notary On Demand allows you to connect with a certified notary public and get documents notarized within minutes.
Note: The on-demand service is available only to US customers and operates Monday-Friday, 9 AM to 9 PM Central Time.
Please note that Notary On Demand is tailored for General Notary Work (GNW) documents, such as affidavits, acknowledgments, powers of attorney, and similar documents. Please contact our Sales team for real estate transactions or legal transactions requiring witnesses.
Watch an overview video:
How to install the add-on
The Notary on Demand add-on is disabled by default. To enable it, navigate to the Add-On Store and select Install add-on.
Note: Notary on Demand add-on is activated at the organization level and cannot be enabled for individual workspaces at the moment.
Once the add-on is installed, the organization admin must purchase at least one on-demand transaction to start using the service. Transactions can be purchased through your Customer Success Manager or Sales Manager or easily via the self-service in the app.
Viewing the balance and purchasing transactions
The transaction balance is displayed in the top-left corner.
Transactions expire at the end of the billing cycle.
Organization admins can purchase 1, 5, 10, or 50 transactions via the self-service option. For larger quantities and volume discounts, contact your Customer Success Manager or Sales Manager.
Transactions are deducted from the balance only after a session is successfully completed and the document is notarized.
Managing Requests
Creating a request
To create a request, the balance of your on-demand transaction must be positive.
To create a new request, follow these steps:
Select the + Request button.
Select a document or upload one.
Add your signers. Keep in mind that each signer must have a unique email address.
Prepare your document by adding any fillable fields that need to be completed by the signer(s) and assigning them accordingly.
Add an optional message to your signer(s).
Click Continue to create the request.
Note: If you add a recipient in the Add participants step and then update or replace the recipient directly within the document, the original recipient will still appear in the Review step. As a result, the document will be sent to the original recipient, not the updated one. Make sure to verify and adjust recipients in the Review step before sending the document.
Once the request is created:
The signer(s) will receive an email notification.
The request will be listed with the Sent status on the Requests page.
To view the request details, click on the request.
The request does not have an expiration date at the moment and will become inactive only when the requester cancels it.
You can edit the document attached to the request as long as the request is in the Sent status. To do this, open the request details and click on the document.
Canceling a request
To cancel a request, click on the three-dot menu next to the request and select Cancel Request. Alternatively, you can open the request details and cancel it from there. Once the request is canceled, the signers will receive an email notification informing them about the cancellation.
Understanding request statuses
There are four possible statuses: Sent, Waiting for Notary, Accepted, and Live.
Sent: This status indicates that the request has been sent. The request will also return to the Sent status if the session is unsuccessful.
Waiting for Notary: This status indicates that the signer has started looking for a notary. Typically, it takes less than a minute to connect with a notary.
Accepted: This status indicates that a notary has accepted the request. Typically, the notary joins the session and begins the notarization process within a few seconds. If the notary does not join the session within two minutes, the system will automatically restart the notary search, and the status will revert to Waiting for Notary.
Live: This status indicates that the signer(s) is in a live session with a notary. If the session is successful, the request will be removed from the Requests page and appear on the Completed page. If the session is unsuccessful, the request will return to the Sent status, and the signer will have the option to start looking for a notary again.
Using sorting options and filters
Requests are sorted by default from newest to oldest. You can easily change the sorting in the following ways:
By clicking on the Title column and selecting A-Z or Z-A.
By clicking on the Status column and selecting Ascending or Descending.
By clicking on the Created column and selecting Newest to oldest (the default option) or Oldest to newest.
You can also use the filters Owner, Status, and Participant for your convenience:
The Owner filter allows you to filter requests by their owners.
The Status filter allows you to filter requests by statuses such as Sent, Waiting for Notary, Accepted, and Live.
The Participant filter allows you to filter by notarization participants added during the creation of the request.
Notarized documents
Accessing notarized documents
Once the document is successfully notarized, the request owner will receive an email notification, and the request will be moved from the Requests page to the Completed page.
To access the notarized documents, click on the completed session to open the session details. Under the Documents section, you will see the notarized documents in PDF format, which can be downloaded by clicking the download button.
Important: The notarized documents are copies of the original documents. Therefore, the original document will still be available among your documents in Draft status. The notarized documents are only accessible on the Completed page within the Notary.
Using sorting options and filters
Similar to how sorting and filters can be used on the Requests page, you can also apply them on the Completed page:
Sorting:
Click on the Title column and select either A-Z or Z-A.
Click on the Completed column and choose between Newest to oldest (default) or Oldest to newest.
Filters:
You can use the following filters for convenience:Owner: Filter requests by their owners.
Participant: Filter by session participants.
Notary: Filter by the notaries who completed the sessions.
Permissions to view and edit notarization requests
By default, roles such as Admins and Managers can view and edit any notarization request (their and those created by other users). Members, however, do not have this permission and can only view and edit requests they have created.
If you would like to create a custom role, navigate to Roles, click Create role, then go to the Notary section and select or leave unselected the following permissions:
Can view any notarization request
Can edit any notarization request
Recipient experience
Email notification
Once a request is created, the signer will receive the following email notification:
Reviewing the document before the session
To review the document, the signer must click on Review your documents in the email notification or, alternatively, click Notarize now in the email and then select Review documents. We recommend reviewing the document before connecting with a notary. If there are any questions, the signer should contact the requester.
Setting up audio/video devices
To connect with a notary, the signer must have a working camera and microphone. Sometimes, the browser may block access to these devices. In such cases, the signer will see a short instruction specific to their browser, which they should follow to unblock access.
In Google Chrome
In Safari
In Safari
In Microsoft Edge
In Microsoft Edge
In Mozilla Firefox
In Mozilla Firefox
In Opera
In Opera
Connect with a notary
Important: The On-Demand service is available only to U.S. customers and operates Monday through Friday, 9 AM to 9 PM Central Time. The operating hours are subject to change. Before connecting with a notary, ensure you have a strong internet connection for the video session and have a government-issued ID ready.
Once the camera and microphone are set up, the signer can connect with a notary by simply clicking the Connect with notary button.
The notary usually picks up requests in less than a minute. Once the request is accepted, the signer will be notified:
The notary typically starts the session within a few seconds. Once the session begins, the signer will be redirected to the live session automatically and does not need to take any further action.
The signer will also receive an email notification with a direct link to the session.
Possible issues when connecting with a notary
After the notary accepts the request, they have a limited time to start the session. If the session is not started within 2 minutes, the notary search will automatically restart.
If no notaries are available, the search will automatically stop after 5 minutes, and the signer will be notified. In this case, the signer can restart the search immediately or try again later.
In-session experience
To learn more about the experience of the signer within the notary session, please visit Notary session. Recipient guide.
What to do if a session has been terminated
When the session is terminated, the recipient will receive an email notification informing them that the documents have not been notarized and that they can reconnect with a notary at any time. They simply need to click on the Notarize now button in this email or the original email with the notarization invite.
Connecting with a notary for multiple signers
If the documents contain multiple signers, they must agree on a time to connect with a notary. Once one signer initiates a notary search, it will be initiated for all the signers. When the notary is found and the session starts, all the signers will be redirected to the session (if they are on the Connect with a notary page) and will receive an email notification with a direct link to the session.
Using mobile devices
The notarization experience is fully optimized for mobile devices, with over half of signers connecting with a notary and signing documents using their phones. For the best experience, we recommend using a phone with a screen size of at least 4.7 inches diagonally (such as the iPhone SE or larger). Most smartphones released since 2015 meet this requirement. If you’re using an older or smaller device, consider switching to a phone with a larger screen, a tablet, or a computer for an optimal experience.
On-Demand API capabilities
Notary On Demand is available through a public API, enabling you to programmatically create notarization requests, retrieve request details, and download notarized documents once completed. For more information, visit PandaDoc API Reference in our Developers Portal.