Download signNow app
4.7 / 5 rating on

Disclosure Statement And Hold Harmless Agreement Notary Gsn Notary Form

Use a DISCLOSURE STATEMENT AND HOLD HARMLESS AGREEMENT Notary Gsn Notary 0 template to make your document workflow more streamlined.

What this disclosure agreement does

The Disclosure Statement And Hold Harmless Agreement Notary Gsn Notary Form records a party’s disclosure acknowledgment, assumption of specified risks, and agreement to protect another party from identified claims, with a notary section when required. Its exact legal effect depends on the agreement language, transaction, and applicable state law. In signNow, upload the document, let the platform detect fillable areas, add signer fields, insert disclosure and consent language, route it for signatures, and preserve the completed document with its audit trail. A notary must complete any legally required notarization under the relevant state rules.

Who uses this disclosure agreement

Real estate

Real estate brokers, property managers, contractors, and clients can use the agreement for transaction-specific disclosures, property access acknowledgments, and release language. Confirm whether a deed, power of attorney, or other related record requires separate witnesses or notarization under state law.

Regulated operations

Healthcare, legal, construction, and financial-services teams can route a disclosure and hold harmless agreement to identified parties, collect signatures, and preserve the signed PDF with its audit trail. HIPAA applies only when protected health information is involved and a BAA is required.

How this agreement works in signNow

The signNow workflow moves this agreement from upload to field review, signer routing, execution, and audit-trail storage.

  • Upload document: Upload the agreement and review detected fields.
  • Place fields: Add disclosure, signature, date, and notary fields.
  • Route for signing: Send the prepared agreement to identified signers.
  • Store evidence: Download the completed PDF and audit trail.

Complete this agreement in signNow

Follow these form-specific steps to prepare the disclosure language, signature areas, dates, and notary section before routing the agreement.

  • Upload form:

    Upload the agreement PDF to signNow.
  • Check fields:

    Review detected fields and add missing disclosure fields.
  • Assign roles:

    Assign signatures, initials, dates, and notary information.
  • Send agreement:

    Send the completed layout to each signer.
  • Archive record:

    Export the signed agreement and audit trail.

Recommended setup for this agreement

Use identifiable signers, explicit electronic consent, a complete audit trail, and a retention policy tied to the transaction.

SettingRecommendation
Authentication methodEmail link with SMS verification
Signature typeTyped or drawn electronic signature
Audit trailCapture timestamps, IP, and actions
Document retentionFollow transaction-specific state requirements
EncryptionTLS 1.2/1.3 and AES-256
be ready to get more
Get legally-binding signatures now!
  • Best ROI. Our customers achieve an average 7x ROI within the first six months.
  • Scales with your use cases. From SMBs to mid-market, airSlate SignNow delivers results for businesses of all sizes.
  • Intuitive UI and API. Sign and send documents from your apps in minutes.

Ways to send and sign this agreement

  1. Use the web app when an administrator needs to review fields, assign signer roles, and send the disclosure agreement from a desktop workflow.
  2. Use the mobile app when a broker, contractor, or client needs to review and sign the agreement away from the office.
  3. Use kiosk mode for in-person signing on a managed device when the organization controls the signing session and signer sequence.
  4. Use a shareable signing link when the same approved agreement must be distributed to identified recipients without creating separate manual invitations.

What the audit trail records

The audit trail documents who handled this agreement, what they did, and when each signing or disclosure event occurred.

01

Authenticate signer:

Records the selected email, SMS, or identity-verification event.
02

Capture timestamp:

Adds the signing date and time to each action.
03

Hash document:

Associates the completed document with its audit history.
04

Seal record:

Preserves changes through the completion record.
05

Track actions:

Logs signatures, initials, disclosures, and recipient actions.
06

Export trail:

Allows authorized users to retrieve or export evidence.

Processing stages for this agreement

No universal filing deadline is supplied for this private agreement; set timing from the transaction and applicable state law.

01

Prepare the document

Check every disclosure, release, signature, initial, date, and notary field.
02

Deliver to signers

Send the completed field layout to each signer by email or link.
03

Collect signatures

Signer timing depends on the transaction; set a written due date.
04

Archive the record

Download the signed agreement and audit trail after completion.

Record-keeping practices for this agreement

Preserve the signed agreement, consent evidence, notary information, and audit trail as one transaction record.

Export the signed agreement and audit trail

Export the completed agreement together with its audit trail after every required signer, date, acknowledgment, and notary entry is finished. Store both files in a controlled repository, preserve the original PDF, and restrict deletion rights to authorized records personnel.

Assign retention from the transaction

Select a retention period from the underlying transaction rather than assuming one rule applies. IRS IRC §6501(a) provides three years for federal tax records, while state contract and notary rules may require a different period.

Restrict access to sensitive disclosures

Protect personal disclosures and indemnity terms with role-based access, encryption, and an access log. signNow states that data is encrypted in transit with TLS 1.2/1.3 and at rest with AES-256.

Verify state notarization requirements

Document any required acknowledgment or notarization separately from the electronic signature workflow. Verify the applicable Secretary of State or notary commission rules before treating the executed agreement as legally complete.

Privacy pitfalls in this agreement

  • Including unnecessary personal details in the disclosure can expose sensitive information to every recipient who receives the completed agreement.
  • Sending the agreement before capturing electronic-record consent can weaken evidence that the signer agreed to use electronic records.
  • Giving every team member download or deletion access can expose indemnity terms and undermine controlled record management.
  • Treating an electronic signature as the notarial act can leave the agreement incomplete where state law requires acknowledgment or a journal entry.

Security options for signer identity

Signer authentication:

Email link identifies the intended recipient

Two-factor authentication:

SMS OTP adds a second verification factor

Identity verification:

ID verification may strengthen signer attribution

PKI signatures:

PKI supports certificate-based digital signatures

X.509 certificates:

X.509 certificates authenticate signed documents

Evidence record:

Audit trails preserve intent and signing events

Teams and permissions for this form

  • A real estate operations team can store an approved disclosure template, limit editing rights to administrators, and delegate sending to brokers. Shared templates keep release language, required initials, dates, and signer order consistent across property transactions without granting every sender permission to change the agreement terms.
  • A legal or compliance administrator can assign roles for template ownership, sending, downloading, and record access. signNow’s Business plan provides templates and audit trails; Enterprise adds advanced signer authentication, while delegated users should still follow the organization’s approval and retention policy.

Integrations for agreement records

Connect the agreement workflow to systems that hold transaction data, signer records, project documents, or completed compliance files.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Troubleshooting the disclosure agreement workflow

Use these answers to resolve upload, consent, authentication, notarization, and record-retention questions for this agreement.

Upload error? Convert the Disclosure Statement And Hold Harmless Agreement Notary Gsn Notary Form to PDF, then upload it again. Business includes templates and audit trails; the plan does not change PDF compatibility. Confirm the file is readable before placing signature, initials, date, disclosure, and notary fields.

Business provides legally binding eSignatures, templates, and audit trails at $8/user/month with annual billing. Business Premium adds bulk send at $15/user/month. Choose the plan based on signer volume and workflow needs, not on the form’s legal wording.

For a consumer-facing electronic record, provide the ESIGN consumer disclosure, explain paper-record rights, confirm electronic access, and explain consent withdrawal procedures under 15 U.S.C. §7001(c). Capture consent before sending this disclosure and hold harmless agreement.

signNow supports ESIGN and UETA workflows, but notarization requirements remain controlled by state law. If this agreement requires acknowledgment, arrange an eligible notary process and verify current Secretary of State rules before relying on electronic notarization.

Use SMS authentication or another available signer-verification method when the agreement involves sensitive personal information. Record signer identity, timestamps, IP details, and actions in the audit trail; stronger authentication supports attribution but does not cure an invalid notarial act.

Export the completed agreement and audit trail after all required signatures, initials, dates, disclosures, and notary information are present. Store the files according to the underlying transaction and applicable state-law retention policy; signNow retention does not determine the legal period.

ROI at a Glance

Key performance indicators that demonstrate SignNow's proven track record.

28M+Documents signed
13+Years in business
4.6/5Average G2 rating

BE READY TO GET MORE

Get this form now!

If you believe that this page should be taken down, please follow our DMCA take-down process.