Creating an eSign Transaction

Use this guide to learn how to create an eSign only transaction on the Notarize platform. eSign only transactions are only available in the Business API at this time. Real Estate API users should look into creating hybrid transactions if they wish to have their eSign documents signed on the Notarize platform.

1. Generate your POST body

First, determine which attributes you'll need for the Create Transaction call. The required attributes are your document, the signer email_address, and the signer first_name and last_name.

You can also customize the transaction_name, tranasction_type, message_subject, message_to_signer, and message_signature in the email sent to the signer. If you do not wish to use the email that is auto sent from the Notarize system, be sure to set the suppress_email attribute to true.

{
  "signers":[
    {
      "email":"[email protected]",
      "first_name":"signer1",
      "last_name":"signerson"
    }
  ],
  "transaction_name":"eSign documents for signerson",
  "transaction_type":"eSign documents",
  "suppress_email":true,
}

You can then leverage the transaction activation link returned by Notarize in any way you see fit. Other customers have embedded this link within a button in their product, texted it to their signers, etc.

2. Build your document array

Within the POST body, you can pass an array of documents and their requirements. To create an eSign only transaction, you just need to set all your document requirements to esign. It's that easy!

{
  "signers":[
    {
      "email":"[email protected]",
      "first_name":"signer1",
      "last_name":"signerson"
    }
  ],
  "transaction_name":"eSign documents for signerson",
  "transaction_type":"eSign documents",
  "suppress_email":true,
    "document":[
    {
      "resource":"document1.pdf",
      "requirement":"esign"
    },
    {
      "resource":"document2.pdf",
      "requirement":"esign"
    }
  ]
}

3. Send the transaction to Notarize

POST the transaction to Notarize using the Create Transaction endpoint. If you do not include the draft parameter, the transaction will automatically be activated and the signer will receive the auto email from Notarize if it is not suppressed.

If you wish to create the transaction as a draft and send it later, set the draft parameter to true, and then use the Activate Draft Transaction endpoint to send it to the signer, or obtain the transaction activation link.


What’s Next

Learn how to pass in a template in your document resource if you use the same document for every transaction!