How to Pre-Tag a Document in BlueNotary Before Starting a Session

One of the most time-saving features on BlueNotary is the ability to pre-tag your documents before a notarization session even begins. Instead of placing signature blocks, initials, and dates live while a signer waits on the call, you can prepare everything in advance — so the session itself moves faster and feels more professional.
Here's a step-by-step walkthrough of how to do it.

Why Pre-Tag?

When you start a session and invite a signer right away, tagging happens live, which can slow down the call and create awkward pauses. Pre-tagging lets you:

• Set up all signature, initial, and date fields ahead of time
• Avoid delays or mistakes during the live session
• Give the signer a smoother, faster experience once they join
• Reuse tagged layouts for documents you handle often
• Use AI to detect fields automatically instead of placing every tag by hand

Step 1: Start a New Session

From your BlueNotary dashboard, click New Session and select the session type you need. Upload the document you'll be notarizing at this stage, just as you normally would.

Step 2: Delay the Invitation

This is the key step. In the invitation workflow, schedule the session for later and then, instead of sending the invitation to the signer right away, look for the Advanced Options > Session Invitation > Pre-Tag First
Selecting this tells BlueNotary to hold off on notifying the signer until you've finished preparing the document.

Step 3: Tag the Document

With the invitation delayed, you'll be taken into the document editor. From here, drag and drop the fields you need directly onto the document:

• Signature fields
• Initials
• Date fields
• Name fields
• Your notary seal placement

Position each element exactly where it needs to go, just as you would during a live session — except now there's no signer waiting on the other end.

Step 4: Save — the Invitation Sends Automatically

Once you've finished tagging and save your work, BlueNotary automatically sends the invitation to the signer. You don't need to trigger anything else manually.
the moment pre-tagging is complete, the signer gets notified and can join when they're ready.

Let AI Do the Tagging for You

If you'd rather skip manual placement altogether, BlueNotary's AI Autotagging feature (available on PRO accounts) can do the work for you. Instead of dragging and dropping each field by hand, AI Autotagging automatically detects signature, date, and initial fields on the document in seconds.
To use it:

1. Upload your document and select the delayed-invitation option as described above.
2. Instead of manually placing each field, trigger AI Autotagging from the document editor.
3. The system scans the document and automatically marks the fields it detects.
4. Review the auto-placed fields, make any manual adjustments if something was missed or misplaced, then save.

This cuts document prep time down significantly and reduces the manual errors that can happen when tagging complex or unfamiliar documents by hand. It's especially useful for notaries handling a high volume of varied document types, where building a template for every single form isn't practical.

You can also delete all the tags added by AI from here:

Bonus: Save Time with Templates

If you regularly notarize the same type of document — a power of attorney, a specific real estate form, an affidavit — you don't have to re-tag it every time. BlueNotary's Templates feature lets you:

1. Upload the document once
2. Pre-tag all the recurring fields
3. Save it as a reusable template
4. Pull it up for future sessions, fully tagged and ready to go

This is especially useful for notaries and businesses handling high volumes of the same document types.

Updated on: 12/09/2026