Notarize

Business API Quick Start Guide

Spin up a transaction for your customer as quickly as possible! This guide outlines the sequence of API calls that you would typically need for an end-to-end Notarize integration.

Introduction

The Notarize Business API allows you to seamlessly send your signer and documents into Notarize to complete their necessary documents.

The API, organized around REST, is designed to have predictable, resource-oriented URLs, and uses HTTP response codes to indicate any API errors. Webhooks are available to enable you to be notified when a transaction changes state.

To get started, you must have a business account with Notarize. Sign up here.

1. Generate your API key.

Once you create a Notarize account, you will be able to generate your API key right from within your account.

To generate your key, go to:

Your business name in the upper right of your Notarize account >> Settings >> Scroll to API Key

2. Deciding the transaction parameters

These parameters allow you to customize your transaction for internal necessities as well as for the signer experience. You can set things like transaction_name, file_number, a message_to_signer, etc. A full list of parameters can be found in the Transactions - Create endpoint.

3. Create your transaction

Once you have decided what your transaction parameters will be, it will be time to create the transaction. Make a POST request to the Transactions - Create endpoint.

4. Add your documents to the transaction

Notarize supports .pdf file types supplied either as a URL or as a base64 encoded local file. You can also pass a document with PDF bookmarks so each bookmark becomes its own individual document in the transaction. If you do so, you must set the pdf_bookmarked attribute to true.

If you are passing a pdf_bookmarked document, it will take the Notarize system time to split the document. We will respond with a 200 and a response indicating that document upload is in progress. Should you wish to set your document parameters on a pdf_bookmarked document, you must first wait for this upload to complete (~5min), recall the document object on the transaction, and use the document id returned to update the documents flags.

You can find a full list of supported document parameters in the Documents - Add to transaction ] endpoint. These parameters allow you set document level permissions such as notarization_required or witness_required. All document attributes are also supported in the [Update Document] endpoint.

5. Monitoring the transaction

You can leverage Notarize WebHooks to monitor the state of the transaction. There are several events fired - for example you will be able to see when your signer has received and opened their transaction email as well as when they have completed their signing.

6. Recall the completed transaction.

Make a GET request to Transactions - Retrieve to get the new notarization_record ID returned in the transcation_object. Make a GET request to Notarization Records - Retrieve using the returned ID.

If you have further questions about the Business API, you can find full technical specifications at the API Endpoint Reference.


What's Next

Engage more in-depth with the Business API, or move on to the Real Estate API.

API Endpoint Reference
Authentication
Real Estate API Quick Start Guide