Feature: Track Offline Notary (21.9.0.0)

The new offline notarization workflow gives you more control when notarizations happen outside of TPM. There are exceptions when a Subcontractor may not have an in-house notary or a notary's certification is not valid for the TPM notarization process. In these cases, General Contractors can now allow Subcontractors to bypass the electronic notarization process.

When this setting is active, a Subcontractor can choose to bypass notarization when signing a document. After bypassing notarization, the Subcontractor will need to download a copy of the document to be notarized, have it notarized with a Notary in the traditional, paper way, and upload the signed and notarized document to the new Track Offline Notary page.

General Contractors can see uploaded, notarized documents on their own version of the Track Offline Notary page. Approve or reject the uploaded file to ensure your project participants remain in compliance. TPM will automatically apply a new payment hold to any unapproved or missing notarized document.

Additionally, you can easily track offline notarization by generating the new Offline Notarization Report. See Track Offline Notary for General Contractors for more information on this feature.

Watch the Track Offline Notarization for General Contractor Video and the Track Offline Notarization for Subcontractor Video for an overview of the offline notarization workflow.