Administrator / Review proofs
Manage notarized proof returns
Use the reviewed proof requirements to tell the server when notarization is necessary.
Record the requirement
For generated proofs, review notarization in the proof setup before approving templates. For External Proof, select The supplied proof requires notarization before recording an outcome.
Look for: Save Notarization Instructions
Set additional pay
Open Manage Server Pay and enter the additional notarization amount. The server sees the requirement and pay on the job.
Look for: Manage Server Pay
Review the return
Open the server’s submitted PDF, review its completed notarization, and check the notarization confirmation before approving. The server invoice includes the agreed additional pay.
Look for: Approve Proof & Release to Client