Transactions

Understanding the core unit of Notarize's signing process.

A transaction is the Notarize term for a record of a document or group of documents to be signed. Understanding how to manipulate and track transactions is key to successfully integrating with the Notarize API.

Transactions "belong" to business accounts, and are delivered to signer accounts for notarization or proofing. Specific transaction parameters can be modified on creation, or prior to use. The transaction state is updated as it proceeds through creation, delivery to the signer, and completion.

How do I create a transaction?

Any Notarize tool that both prepares a notarization and connects it to an organization account will require a transaction. As such, we've also prepped many ways for you to make a transaction:

  • EasyLink: EasyLink creates a transaction for you behind the scenes. Using EasyLink, you won't have to handle the transaction details yourself, but you should read the EasyLink Technical Details for full specifics.
  • Business Portal: The Notarize Business Portal app has a friendly UX for creating transactions. Contact Support if you'd like to know more about creating an account in the app.
  • Business API: Finally, the Business API can allow you to programmatically create a transaction.

What happens when I send a transaction?

Once your transaction is created, any following steps depend on exactly how you're sending the transaction to the user. For example, if you're using EasyLink, then the Notarize app will take care of redirecting the signer to the transaction for you.

Using the Business API in general, though, the following steps typically occur:

  • The sender receives an email inviting them to notarize the document. This email will include any text in the message field. If the customer's phone number is supplied, an SMS will also be sent (it will not include text from the message field).
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An example of the email the signer might receive, with custom parameters pointed out.

  • The signer will complete the notarization process using the Notarize web or iOS signer apps.
  • Once the notarization is complete, the status of the transaction will be set to completed and the notarization record will become available. With some exceptions, you'll be able to view the transaction either from your Business Portal dashboard or programmatically using the Business API.

How do I update a transaction, or view its details?

As with creation, you can fully interact with a transaction either from the Business Portal or the Business API.

You can:

  • Create the transaction in a draft state, then activate it for use or update it later.
  • Monitor the status of any transactions you've created.
  • View the details of a completed transaction.
  • And more!

For technical details on the Business API and transactions, as well as exactly what the conditions for interacting with transactions are, please visit the API Endpoint Reference.


What’s Next

Get started implementing your own transactions.