Date fields can now be added manually, through AI pre-tagging, or via templates and automatically update based on your session and selected preferences. These fields can adjust to reflect the actual session date, helping you avoid manual updates, reduce errors, and keep your documents accurate and compliant. This guide will walk you through how to add date fields and easily manage both static and dynamic options.

• They can either stay fixed (Static Date)
• Or update automatically (Dynamic Date) when the session begins

Step-by-Step: Adding a Date Field

1. Upload your document and start pre-tagging the new session.
2. Use AI Pre-Tagging or Manually add a date field.
3. A pop-up will appear asking you to choose the date format.
4. Select one of the following options--

Static Date

• Keeps the exact date you select
• Use this when a fixed date is required (e.g., pre-filled forms)

Dynamic Date

• Automatically updates to the correct date when the session starts
• Uses the notary’s timezone
• Best for notarization and signing dates

5. Click “Choose” to apply your selection.

Switching Between Static and Dynamic Date Feilds

You can easily change the behavior of a date field:

• Click on the date field
• Opens the date settings
• Switch between Static and Dynamic
• Save your changes

How Dynamic Dates Work

• When you first place the field, it shows the current date
• When the session starts, it updates automatically
• The final signed document reflects the correct session date
• No manual edits are needed

Template Behavior

• All date fields added through templates are set to Dynamic by default
• This ensures consistency across all sessions using that template

✅ Best Practices

• Use Dynamic Date for notarization and signing fields
• Use Static Date for pre-filled or legally fixed dates
• Always review date fields before sending your session

Why This Matters

• Eliminates manual date corrections
• Reduces errors in signed documents
• Ensures compliance with correct session dates
• Saves time during preparation and signing

Updated on: 21/04/2026