> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.bluenotary.us/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# In-Session Checklist

The In-Session Checklist is a powerful tool designed to guide notaries through the critical steps of a notarization session. It ensures that every session is conducted consistently, securely, and efficiently, minimizing the risk of errors and omissions.

#### **What is the In-Session Checklist?**

The checklist is a customizable list of tasks that appears on the screen during a live notarization session. The notary must check off each step before they can complete the session, ensuring all required procedures are followed.

#### **Enabling and Customizing Your Checklist**

You have full control over the checklist, from enabling the feature to customizing the steps to fit your workflow.

**1. Navigate to Settings:**
* From your dashboard, click on **Manage** in the left-hand navigation menu.
* The In-Session Checklist settings will be displayed.
**2. Enable the Feature:**
* Click the toggle switch next to **"Enable In-Session Checklist for your account"**.
**3. Customize Checklist Steps:**
* Once enabled, a list of default checklist steps will appear.
* **Add a step:** Click the **"Add Step"** button to create a new custom item.
* **Remove a step:** Click the **'X'** icon to the right of any step you wish to remove.
* **Save your changes:** Once you are satisfied with your list, click the **"Save In-Session Checklist Settings"** button.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/d/6/f/ad6f70f312c99800/image_1wyvxau.png)
![](https://storage.crisp.chat/users/helpdesk/website/-/a/d/6/f/ad6f70f312c99800/image_13lt4vg.png)


#### **Using the Checklist During a Session**

Once enabled, the checklist will automatically appear on the right-hand side of the screen during every notarization session.
* As you complete each required action (e.g., confirming the signer's identity, verifying the document), simply click the checkbox next to the corresponding item.
* This provides a clear visual guide, ensuring you don't miss any crucial steps before finalizing the notarization.

![](https://storage.crisp.chat/users/helpdesk/website/-/a/d/6/f/ad6f70f312c99800/image_11oayae.png)

Using the In-Session Checklist promotes best practices and helps guarantee a smooth and compliant notarization experience for both you and your signers.