In Session Chat Feature: Notary and Signer

While you're working a session in BlueNotary, you have two different ways to message the signer — a real-time Session Chat and a Group Chat. Here's when to use each.

1. Session Chat (in-session messaging)

This is the built-in chat panel available while you're inside an active session.
How to access it:

1. Open the session.
2. Look for the chat bubble icon in the left-hand toolbar.
3. Click it to open the Chat panel.

What you can do here:

• Send real-time text messages to session participants.
• Share files or images using the paperclip and image icons.
• Use the "Send email to session participants" banner at the top of the panel if you need to loop someone in by email instead of (or in addition to) chat.

Best for: Quick, real-time back-and-forth with the signer during the session — clarifying an ID issue, confirming a document, or answering a question on the spot.

2. Start Group Chat (from the session summary page)

This option lives outside the live session view, on the session's Summary tab.
How to access it:

1. Go to the session's Summary page in your Journal (or My documents section)
2. Find the Quick Actions panel on the right side.
3. Click Start Group Chat.

Best for: Starting or returning to a conversation with all session participants (signer, notary, and anyone else attached to the session) — useful before the session begins, after it ends, or any time you're not actively inside the live session screen.

Updated on: 08/09/2026