Archive your Notarize documents automatically upon signature
Swiftask connects Notarize to your document management system. Each signed document is instantly classified, renamed, and archived based on your business rules.
Result:
Eliminate the risk of lost documents and ensure perfect compliance with every transaction.
AI Agents
notarize
Connector notarize · Secure OAuth 2.0
Manual management of Notarize documents is risky
After a Notarize session, manually downloading, renaming, and transferring documents to a secure server is tedious. This manual process is a major source of human error, classification delays, and compliance gaps.
Main negative impacts:
High risk of misclassification
A misplaced document is a lost document. Manual entry errors compromise the integrity of your archives.
Costly operational delays
Time spent handling files after each signature slows down your team's ability to close client cases.
Gaps in audit trail
The lack of automation makes it difficult to track the complete chain of custody for your documents.
Swiftask automates the lifecycle of your documents after every Notarize signature. Your files are automatically routed to your secure storage, ensuring impeccable and immediate organization.
BEFORE / AFTER
What changes with Swiftask
Without Swiftask
A staff member monitors every Notarize notification, downloads the PDF, renames it according to a complex naming convention, and moves it manually to a shared folder. If they forget, the document remains pending, creating a bottleneck.
With Swiftask + Notarize
As soon as the 'Signed' status is confirmed on Notarize, Swiftask triggers automatic archiving. The document is renamed, indexed, and filed in your document management system. Your archives are updated without any manual effort.
Set up your archiving workflow in 4 steps
1
STEP 1 : Configure your archiving agent in Swiftask
Create your no-code agent dedicated to monitoring Notarize transactions.
2
STEP 2 : Link your Notarize account
Connect Swiftask to Notarize via API to receive signature events in real time.
3
STEP 3 : Define naming and storage rules
Set up your folder structure and automatic naming rules based on transaction metadata.
4
STEP 4 : Activate background automation
The agent processes every incoming document and confirms it is archived in your target system.
Advanced features for your archives
The agent automatically extracts key metadata (date, signer name, document type) to enrich your archive indexing.
- Target connector: The agent performs the right actions in notarize based on event context.
- Automated actions: Dynamic file renaming. Multi-destination deployment (Cloud, local server, CRM). Integrity verification after transfer. Automatic notification to relevant teams.
- Native governance: Every archiving operation is logged in Swiftask for total traceability during audits.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-notarize@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Why automate your archiving
Guaranteed compliance
Every document is archived according to strict rules, eliminating any risk of oversight.
Immediate productivity gains
Your teams are freed from repetitive administrative tasks to focus on high-value casework.
Instant document access
Thanks to standardized naming, find any document in seconds.
Reduced operational costs
Eliminating entry and classification errors significantly reduces document processing time.
Enhanced security
Centralize your documents in a secure environment without risky manual handling.
Security-first infrastructure
Swiftask applies enterprise-grade security standards for your notarize automations.
- End-to-end encryption: Documents transit via secure, encrypted channels between Notarize and your final destination.
- Strict access control: Precisely define read and write permissions for each archiving agent.
- GDPR and HIPAA compliance: Swiftask adheres to the highest security standards for handling sensitive data.
- Full audit trail: Track every document movement with Swiftask's detailed logs.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact of automation on your operations
| Metric | Before | After |
|---|---|---|
| Processing time per document | 5 to 10 minutes | Under 5 seconds |
| Classification error rate | 5-10% | 0% |
| Proof availability | Delayed (human) | Instant (automated) |
| Document management cost | High | Drastically reduced |
Take action with notarize
Eliminate the risk of lost documents and ensure perfect compliance with every transaction.