Notarizing a Document

As a notary public with an account on TPM, you will witness the Signer applying their signature to a document and then you will electronically notarize that signature from the same computer.

Note: Your notary signing process may differ slightly between projects. Project settings, invoice documents, conditional and unconditional lien waivers, and sworn statements chosen for the project affect how both documents are signed and how you will notarize those signatures.

Complete the following steps to notarize a document from Your Billing Workflow:

Select the Review & Sign tab.
From the Sign Billing Documents or Sign Lien Waivers card, enter your username and password for your notary account.
Select the Login Notary button.
If your Notary login has been verified, the Notarize button is activated.
The Signer signs the documents by selecting the Sign Billing Documents or Sign Lien Waiver button.
Select the Notarize Documents button.
Notaries commissioned by the state of Colorado need to include DAN information when notarizing projects. See Notarizing Documents with a Document Authentication Number for more details.

All documents requiring notarization open up in a DocuSign portal. Instructions appear at the top of the page.
From the top of the DocuSign page, select the Continue button.
Optional. Select Start to help guide you through the signing process. Each time you apply your signature, a blue tab helps direct you towards the next step.
Select the highlighted area in the document to apply your signature.
If your state requires a Notary Seal, select the highlighted area in the document to apply your seal.
Continue through all of your documents, applying your signature to all highlighted fields.
After you apply your signature to all of the highlighted areas, select the Finish button at the top of the page.
When the signing user submits the invoice, the draw moves to the Pending Payment section on their Project Home page.

Next: Notarizing Documents with a Document Authentication Number