Articles on: For Business and Individuals

Getting Started with Your Business Account with BlueNotary

Welcome to BlueNotary! Once you've verified your email, you'll be signed in as your organization's Account Admin. As the administrator, you can create notarization sessions, manage your account, and prepare your business for growth.


Here's everything you can do with a Free Business account.


Create Notarization Sessions

Your Free Business account allows you to create notarization sessions whenever you need them. For each session, you can:

  • Upload documents
  • Add signers and witnesses
  • Invite participants by email
  • You can use BlueNotary's On-Demand Notary Service, where an available online notary joins the session and completes the notarization for your customer.

This is the fastest way to start notarizing documents without maintaining your own team of notaries.


Create and Reuse Document Templates

If you frequently send the same forms or agreements, templates can save you time. Templates allow you to:

  • Store & Pre-tag commonly used documents
  • Speed up future session creation

Instead of starting from scratch every time, simply select an existing template when creating a new session.


Customize Your Customer Emails

Every session invitation sent from your Business account can reflect your brand in Settings>Branded Email. With branded emails, you can:

  • Display your company logo
  • Include a custom message for your customers
  • Deliver a more professional, personalized experience

This helps build trust while keeping your communication consistent with your brand.


Enable the toggle and configure it as per your choice.

Save Contacts for Faster Session Creation

You can maintain a contact list for people you work with regularly. Save:

  • Signers
  • Witnesses
  • Other frequently invited participants

The next time you create a session, simply select them from your saved contacts instead of entering their information again. This makes creating repeat sessions much faster and reduces data entry errors.


Need to Use Your Own In-House Notaries?

If your organization has its own commissioned notaries, you'll need to upgrade to Business Pro. Business Pro allows you to:

  • Use your own in-house notaries
  • Assign sessions to your internal team
  • Manage notary workflows across your organization
  • Unlock additional business features designed for higher-volume operations
To learn more about Business Pro and determine if it's the right fit for your organization, schedule an onboarding call with our Sales team. They'll walk you through the available features, answer your questions, and help you choose the best setup for your business.


With your Free Business account, you have everything you need to start sending notarization requests immediately, while having a clear upgrade path as your business grows.

Updated on: 13/07/2026

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