Bypassing Electronic Notarization When Signing a Document

If a General Contractor enables the electronic notarization bypass workflow, you can skip the electronic notarization step when signing a document which needs notarization on TPM. Instead, you will scan and upload an image of your document signed and notarized in the traditional pen and paper way after you complete your signing process.

To bypass electronic notarization while signing a document:

Navigate to Your Billing Workflow for Subcontractors
- The action to Enter Billing Details for Draw appears under Tasks. You can find it on the Tasks, Project Home, and the Draw Home pages.
  Notes:
  - The Enter Billing Details task remains available until the invoice is signed.
  - The name of this link changes depending on your workflow step. For example, you may see Record Sub-Tiers if you already entered progress or retention billing amounts.
  - If you are accessing your Billing Workflow as a part of the signing process, you will see a Sign Invoice link on the Tasks, Project Home, and Draw Home pages.
From the Review tab, select the Sign Billing Documents button.
If the document requires notarization, there will be a section for your electronic notary to add their sign in credentials. When a project allows the electronic notarization bypass workflow, you will see a message displayed at the bottom of the notary login card explaining the process.
Select the I would like to bypass electronic notarization link.
A Bypass Electronic Notarization dialog box displays.
In the dialog box, select Ok.
- You will see a message explaining why a hold may be placed.
- The dialog box closes.
- The page refreshes. It no longer includes a Notary login section.
- You will need to follow these steps for each document which requires notarization.
- Since you bypassed the electronic notarization step, you will need to upload your notarized document.
Continue your signing process.
See Signing Documents for Subcontractors for how to electronically sign documents on TPM.

View a video guide on how to bypass electronic notarization.

Next: Navigate to Your Billing Workflow for Subcontractors