Getting Started

• RON Approval Documents - Acceptable Submissions

  Any of the following are acceptable submissions: Copy/screenshot of email received from your SOS(Secretary or State) or DOS (Department of State) about RON approval Photo of physical letter from your SOS/DOS about RON approval If your state doesn't offer RON approval documents, please upload your commission letter/email. How to Upload your RON Approval Document How to Upload Your RON Approval Document ${youtube}[How to Enter your Payout Details](Nyod334Popular

• Getting Approved on BlueNotary

  How to Get Approved on BlueNotary as an Individual Notary Getting started with BlueNotary is a simple process, but there are a few important steps you'll need to complete before you're fully approved. Follow this guide to ensure your application goes smoothly! Step 1: Create Your Account First, visit bluenotary.us and sign up asPopular

• Digital Certificate and eSeal - Sample Output File

  In order to download a sample file to send to your SOS, use the Session Simulator feature:  https://app.bluenotary.us/pdf_edit/sessions/simulator This guide walks you through managing your eSeal, creating a sample document, applying signatures, and completing a session using the Session Simulator. You will need to add your signature and eseal to the document. The Digital Certificate will be automatically encrypted withPopular

• What States Have Approved BlueNotary for their Notaries

  Note: Online Notarization is legal to be performed in all states. If you are in a state where YOUR state's notaries, have not been approved, you can still get your documents notarized via long-standing Cross State Notarization Laws. BlueNotary recommends checking with your receiving party for clarification. Signers anywhere in the world can perform notarizations on BN. Approved: Alabama ( [Special ConditioPopular

• How would you describe BlueNotary's Technology?

  BlueNotary's software can be described as Industry Standard audio/video Remote Online Notary Technology with PKI encryption. By industry standard, we mean that BlueNotary is 100% MISMO certified. The Mortgage Industry Standards Maintenance Organization is a not-for-profit subsidiary of the Mortgage Bankers Association that serves as the standards development body for the mortgage industry. BlueNotary could not create such a platformSome readers

• Calendly Integration

  Calendly integration allows you to connect your Calendly booking page with BlueNotary so clients can schedule appointments based on your availability. Once connected, BlueNotary automatically receives booking notifications and your Book a Session link is powered through your Calendly schedule. This guide will walk you through creating a Personal Access Token, connecting your Calendly account, and troubleshooting common connection issues. Before You Begin Before connecting Calendly, makeSome readers

• What's the difference between a "Notary Certificate" and a "Digital Signing Certificate"

  A Digital Signing Certificate is automatically embedded into your PDF File when session is completed. Each BlueNotary user has their own unique, identifiable Digital Signing Certificate that is automatically generated for you. See how to view DC on a document. Digital Certificate FAQ || Please note: the downloadable Digital Certificate is a .p12 file. There is nothing viewable upon opening this file as it is an encryption file. ${youtube}[How to View a DigitSome readers

• How does the Affiliate Referral Program work?

  How the BlueNotary Referral Program Work 30% for you, 30% for them BlueNotary’s referral program rewards both you and the person you invite. When someone signs up using your referral link and purchases a plan, both of you receive 30% benefits. 30% for them as a discount on their first purchase 30% for you as referral earnings paid out over time This program is available for both Notary and Business users. For the Referred User: Referred userSome readers

• Test With A Friend- How To Send An Invitation

  This is a walkthrough for how to set up the “ Test with a Friend” feature. This is perfect for notaries to get comfortable with the platform. It can also be used for potential clients to get a feel for what they can expect a typical signing to be without asking them to upload any personal information. 1 From the BlueNotary Dashboard, click "Test With Friends” under Additional Resources ![In your dashboard, click "Test with Friends" under Additional Resources](https://storage.crisp.chat/uFew readers

• How to upgrade a Notary Account

  Ready to take your notary work to the next level? Upgrading to Notary Pro unlocks advanced tools, increased visibility, and access to premium features designed to help you grow your business. We’ve made the upgrade process quick and easy — Go to settings > Billing section. Click on "UPGRADE NOW" Choose the plan you want to upgrade to. ![](https://storage.crisp.chat/users/helpdeFew readers

• Contact Info and Sample Document for your SOS

  Oregon and some other states may require a sample to verify your setup. This sample should include your digital signature, notary stamp, and Digital Certificate (DC) - and company address. To help you through the process, we’ve prepared a quick video tutorial showing each step: How to Output a Sample Document Contact Info BlueNotary  1 East Erie St, Chicago IL, 60611 info@bluenotary.usFew readers

• Filling out a Notary Block

  Filling out a Notary Block Katie Tremulis As a notary public, one of your key responsibilities is to complete a notary block for each document you notarize. The notary block is a section of the document where you, as the notary, acknowledge that the signer appeared before you, signed the document in your presence, and provided satisfactory identification. Here are some general guidelines on how to fill oFew readers

• How to add Notary Certificates/Loose Leafs/Short Forms to your Account

  [Notarial Certificates], otherwise known as Loose Leaf Certificates or Short Form Certificates can be uploaded or purchased through your Manage section. All Notary Certificates purchased from BlueNotary contain notarial wording contained from the Secretary of State websites and Notary Handbooks. Special exception for Tennessee (Handbook Sourced Certificates for Tennessee are partially Modified)* PleaFew readers

• Alabama RIN Special Conditions

  Although Alabama Notaries are not able to perform traditional Remote Online Notarization, you are still able to perform a version of Remote Notarization that most refer to as RIN (Remote Ink Notarization). Please note that Alabama citizens are still able to have their documents notarized online, albeit from Online Notaries in other states. You will need to followFew readers

• BlueNotary Online Court Reporting Program

  This is a unique branch of the BlueNotary Open Call Program BlueNotary is proud to share that we have partnered with a major player in the court reporting space. They have partnered with us in order to assist in providing a streamlined court reporting service experience in tandem with the BlueNotary network. Notary Requirements to Particpate Pass the [BlueNotary Online Court Reporting Training Course](https://academy.bluenotary.us/courses/bluenotary-couFew readers

• What to Do When Facing Technical Difficulties During a Virtual Notary Session

  It is essential for notaries to be prepared for any technical difficulties that may arise during a session. These issues can disrupt the smooth flow of the signing process and cause frustration for both notaries and signers. To help mitigate such challenges, notaries can provide valuable guidance to their signers. In this article, we will outline a checklist of steps that notaries can advise their signers to follow when encountering technical difficulties during a virtual notary session. ChecFew readers

• Scheduling Notary Sourced Clients

  *Scheduling Notary Sourced Clients Virtual notaries are becoming more important as more transactions move online. However, scheduling a notary transaction can be challenging, especially for those new to the profession. This is generally how long each step of the process would_ ideally_ take. There are always exceptions in both directions and depends on a variety of factors so see what works best for you. The most I've ever done so far is seven in one day. Was it doable? Yes. 100%. But afterFew readers

• How to Set Up Custom Branding/Whitelabeling for Signers as a Notary

  BlueNotary offers the most extensive custom branding of any online notarization platform. Add your brand logos to your signers flow & integrate your email Customize your emails 1. Add Brand logos, name, and custom eMail to Signer View How to Set Up Custom Branding/Whitelabeling Go to Manage > Pro Features > Whitelabel and enable it Enter your Company Name and optional tagline Upload your logo (transparent PNG/JPG, minimum 300x60px) Add youFew readers

• How much E & O Insurance is required for BlueNotary?

  Errors and omissions (E&O) insurance, also known as professional liability insurance, is designed to safeguard against claims arising from mistakes, negligence, or omissions in the services provided. If you're wondering how much E&O insurance you need for Bluenotary, it's important to note that while there is currently no specific requirement, you must comply with your state's regulations to ensure proper coverage. Compliance with your state's regulations is vital to ensure you are adequately pFew readers

• Empowering Signers to Determine the Type of Notarization

  Notarization is an essential step in the authentication of various legal documents and plays a crucial role in ensuring their validity and integrity. Notaries public are appointed by the state to act as impartial witnesses and verify the identities of individuals signing these documents. While notaries possess extensive knowledge about different types of notarizations, they are not authorized to determine the specific type required for a document. Instead, it is the responsibility of the signerFew readers

• What to Do When There Isn't Enough Room for All the Names of Signers

  What to Do When There Isn't Enough Room for All the Names of Signers Notarizing multiple signatures on a single document is a common occurrence, especially in scenarios involving contracts, agreements, or other legal paperwork involving multiple parties. Most certificates typically provide ample space for one or two signers. However, what should you do when faced with the challenge of accommodating the names of several signers on a document where space is limited? **Assess the Available SpFew readers

• Filling out your BlueNotary profile

  Filling out your BlueNotary profile Login to your BlueNotary account Go to Account Settings Expand BlueNotary Profile Fill out your notary profile Click save This is important to fill out because it will help you stand out and give your profile personality. Be sure to highlight if you have any relevant background that will make you a goodFew readers

• BlueNotary Recommended Technical Training (Required for Montana)

  The BlueNotary recommended Technical Training consists of the following: Creating a Digital Signature Creating a Digital Signature Watching ALL of the BlueNotary Training Tutorials Available within your Account Going through [Test with a Friend](/en/article/test-with-a-friend-how-to-sFew readers

• Leveraging Biometrics

  The world of notarization is evolving rapidly, and virtual notaries are becoming increasingly popular. As the digital landscape expands, it is crucial for notary businesses to adapt to new technologies and cater to a broader customer base. One promising avenue to explore is leveraging the use of biometrics, such as facial recognition and fingerprint scanning, to identify customers. By shifting from traditional Knowledge-Based Authentication (KBA) methods to biometrics, virtual notaries can marFew readers

• Overcoming Objections: But My Bank Does That

  Discover the Benefits of Using a Notary Public for Your Document Needs: From Flexibility to Expertise, Learn Why Banks Aren't Your Only Option. Remote Online Notarization Services Available Anytime, Anywhere.Few readers

• Maximizing Your Notary Business: The Benefits of House Bill 2329 in Oregon

  House Bill 2329 in Oregon allows notaries to notarize the signature of a principal on documents for the appointment of a person to make decisions concerning disposition of remains and declaration for mental health treatment. Find out how this change can benefit estate planning individuals and create new business opportunities for notaries.Few readers

• Verbal Consent for Recording During Virtual Notarization: Why It's Necessary and How to Obtain It

  Verbal Consent As a notary public, you are likely aware of the growing popularity of virtual notarization, which allows you to notarize documents online from anywhere in the world. However, with the convenience of virtual notarization comes the need for added security measures, such as obtaining verbal consent from signers **before **recording the notarization. Verbal consent is particularly important in states with** two-party consent laws**, which require all parties being recorded to giveFew readers

• How can I access my Account Settings?

  Account Settings can be reached by clicking on your Name and then Account Settings:Few readers

• Audio/Video Quality in Live Session

  If the quality of your audio or video deteriorates to a level where you cannot communicate properly, hear or see the sign 100%, then you'll need to terminate the session by clicking "Terminate Session" and start a new session when you have moved to a location with stronger internet connection.Few readers

• Why is BlueNotary asking me to create a password as a signer?

  Account Security: Creating a password adds an extra layer of security to your account. It helps ensure that only authorized individuals can access your account and perform notarizations on your behalf. By requiring a password, the platform aims to **protect **your personal information and prevent unauthorized access to your account. User Authentication: When you log in to the virtual notarization platform, your password serves as a means of** authenticating your identity**. This hFew readers

• Leads Section for Notaries

  BlueNotary offers a Leads section that streamlines the process of purchasing and managing leads especially hand-picked for notaries. | Pricing: 100 leads for $3 flat rate. This minimum charge ensures that you can access a substantial number of leads without a significant initial investment. You can filter leads based on their type. i.e. Law Firms, Lenders, etc. This feature enables you to tailor your lead selection to match your specific business needs andFew readers

• Ensuring Quality Notarizations

  As more and more transactions are conducted virtually, the role of virtual notaries has become increasingly important. One of the key responsibilities of a notary is to ensure the validity and completeness of the document being notarized. One area that notaries must pay particular attention to is the presence of blank spaces within the document. Blank spaces can leave room for fraudulent activity and legal disputes down the line. This is why it is crucial for virtual notaries to go over the docFew readers

• Visual Guide for Downloading Adobe Acrobat R DC + Viewing DC

  To properly view or verify signed documents, especially those notarized through BlueNotary, we recommend using Adobe Acrobat. The first step to viewing your documents in Adobe Acrobat DC is making sure you have the software. Luckily, this is available to download for free online! Click to download and wait a moment while the installer finishes. You'll be asked to cFew readers

• Little Email Trick

  If you want to use the same email for multiple accounts on BlueNotary, you can input your email like so: | ex. "name@gmail.com" --> "name+123@gmail.com" This will let you send invitations when doing "Test with a Friend" to your own email for practicing purposes. The same principal applies for businesses adding notaries to their admin account with the same email as the admin. This can be seen as step 5 in theFew readers

• How to Enable Two-Factor Authentication for your Profile

  Learn how to secure your account using the new Security section in Account Settings. This guide walks you through enabling Email OTP or Authenticator App–based 2FA, updating your password, and choosing the best login protection method for your account. We’ve introduced a dedicated Security section in Account Settings to give you more control over how your account is protected. ![](https://storage.crisp.chat/users/helpdesk/website/-/a/d/6/f/ad6f70f312c99800/image_1p22ihFew readers

• How to Update Your Email, Name, Commission & Other Details in Your Notary Account

  You can easily update your personal and commission-related information from your account settings. Keeping this information accurate ensures compliance and smooth transaction processing. Where to Find Personal Details Log in to your Notary account Navigate to Settings Open the Personal Details section Fields You Can Update Within the Personal Details section, you’llFew readers

• How to Import Bulk Contact in your Account

  You can quickly add multiple contacts to your BlueNotary account by importing a CSV file. Option 1: Import from Notary Gadget Navigate to Contacts and click Import. Under Import From, select Notary Gadget. Follow the prompts to import your contacts. Your contacts will be added to your Contacts list and will be available when creating new notarization sessions. OptionFew readers

• Why am I not receiving Open calls from BlueNotary?

  Open Calls connect available notaries with customers seeking immediate notarization services. If you're a Notary Pro Plan user and not receiving Open Calls, one or more of the following conditions may apply. Check the Open Call settings for your account Go to settings > Open calls. Check the DO NOT SEND OPEN CALL REQUEST toggle is OFF. Parallelly, also check all the alert settiFew readers

• Session Simulator: Practice Before Going Live

  Session Simulator is a safe practice environment that allows notaries to experience a complete notarization session from start to finish without involving real signers or documents. It replicates the actual session workflow, giving you the opportunity to familiarize yourself with the platform, test features, and build confidence before conducting live notarizations. Navigate to Session Simulator from the homepage under Additional Resources  ![](https://storage.crisp.chat/users/Few readers

• WORK ANYTIME: Control Your Schedule with BlueNotary

  As a notary public, you now have an unprecedented opportunity to take complete ownership of your schedule through BlueNotary's remote online notarization platform. Whether you're looking to supplement your income with a few hours each week or build a full-time notary business on your own terms, BlueNotary empowers you to work when, where, and how much you want. The Freedom to Choose Your Hours Traditional notary work often means conforming to standard business hours or being at the mercFew readers

• Getting Started As a Notary on Bluenotary

  Welcome to BlueNotary! If you're ready to start performing Remote Online Notarizations (RON), the first step is creating your notary account. This guide walks you through the complete sign-up and onboarding process so you can get up and running quickly. Step 1: Create Your BlueNotary Account Visit the BlueNotary and click Sign In in the top-right corner. If you don't already have an account, select Don't have an account? Sign Up here. You'll beFew readers

• Why is the SSL.com Certificate not uploading to BlueNotary?

  If you're trying to upload your digital certificate from SSL.com and only have a Base-64 encoded X.509 (.CER) file, you may see that BlueNotary doesn't accept it. This is expected. Why this happens A .CER file only contains the public part of your certificate. Think of it as your digital ID card, it can prove who you are, but it cannot be used to digitally sign documents. To sign documents on BlueNotary, you need a certificate file that includes both: Your digital certificate YouFew readers

• How to Use BlueNotary as a Dual-State Commissioned Notary?

  If you're commissioned in more than one state, you'll need one BlueNotary account for each commission state. At this time, a single BlueNotary account can only be associated with one notary commission state. Example If you're commissioned in Florida and New Jersey: Keep your existing account for your Florida commission. Create a second BlueNotary account using your New Jersey commission details. Best practices for managing multiple accounts 1. Use separaFew readers

Live Sessions & Notarization

• Script For Live Notarization Calls

  The following script was made in reference to standard procedures for online notarization. To reference the specific script for your state please refer to your state laws. We suggest having the scripts for use during your live notarization calls. How to Use the BlueNotary Call Script — Call Initial Welcome & Acknowledgement  — Hello, my name is _________. I’m a commissioned remote online notary in the state of ____________. I’m authorized to notarize docuPopular

• How To Screenshot Using Snip

  How To Screenshot Using Snip Click on the Search screen on your homebar From there, type in Snip. The Snipping tool will pop up as shown. Click on the Snip tool where it will open on your screen. Click on NEW. Then DragFew readers

• Notarizing a Document

  To begin, click the New Session button and select the session type. Fill in the signer's details. You can also upload the document or a template at this stage. The signer will recFew readers

• How to Change Signer Authentication Type (In-Session)

  You can easily update the authentication method for each signer after a session has already been created. Follow these steps: Step-by-Step Instructions Navigate to the Journal from your dashboard. Locate the session you want to edit. Click Join to enter the session. Inside the sessFew readers

• In Session Chat Feature: Notary and Signer

  Guide to In Session Chat Login or Signup to your Account. Go to the session. Select the blue chat icon in the bottom right hand corner. Select the Chat With Signer option.Few readers

• Inviting a Signer

  Inviting a SignerFew readers

• How to Get to your Journal to check Sessions

  1 How to Open your Journal 2 How to Enter into SessionsFew readers

• Non-Foreign Certificate Explained

  Learn about Section 145 of the Internal Revenue Code, which requires Buyers of U.S. real property interests to withhold tax if the Seller is a foreign person. Discover how Sellers can provide a Section 1445 Certification to inform Buyers that withholding tax is not required and when Buyers may be exempt from this requirement. Understand the specific information and requirements that must be included in the certification and the potential consequences for noncompliance. Ensure you understand your obligations and requirements under this provision of the Internal Revenue Code.Few readers

• How to Archive a Session

  Organizing your notarial work is key to staying efficient, and archiving past sessions helps you keep your dashboard clean and focused. Whether you're wrapping up a completed session or simply tidying up, archiving is just a few clicks away. You can easily archive sessions to keep your dashboard clean and organized, and restore them anytime when needed. Archiving a Session Go to your Journal Locate the session you want to archive Select the session using the checkbox ClickFew readers

• Observer Feature

  This is our short guide on how to use the our new Observer Feature This is particularly useful if: You have somebody joining the session who is neither signer nor witness, such as a translator, attorney, etc. You are looking for a way to send somebody not in the session a copy of the document after, but they won't be attending Observer FeatureFew readers

• How to add a Blank Page

  This is useful if you need extra room to place your notarial certificate. How to add a Blank PageFew readers

• How to Download your Video Recordings

  Keeping track of your sessions is important, and with BlueNotary, accessing your video recordings is quick and easy. Whether you need them for your records or to send to a client, we’ve made the process simple and straightforward. To guide you through it, here’s a step-by-step video: How to Download your Video RecordingsFew readers

• How to Delay Session Invitation

  BlueNotary offers the ability for you to delay a session invitation so you can Pre-Tag your documents first or for whatever reason you might have. How to Pre-Tag BEFORE Sending an Invitation ![InvitatioFew readers

• Saving ID images within your BlueNotary Session:

  Saving ID images within your BlueNotary Session: As virtual notaries, it is our responsibility to adapt to the ever-evolving needs of the digital world. In some cases, title companies may require notaries to save ID pictures as part of the transaction process. Here is a quick tutorial on how to do this within your BlueNotary notarization session. Communicate with Signers: Clearly communicate with signers about the requirement to save their ID picture. Inform them of the purpose, reassureFew readers

• How to Drop a Signature for you Signer

  Notary Side How to Drop a Signature for your Signer Signer SideFew readers

• How to Download Notarized Documents as a Notary

  As a Notary How to Download Notarized Docs as a Notary 1 As a notary, you can download completed notarized documents in the Journal Session section. First, you will navigate to your Journal Then, you will need to click the dropdown arrow 2 Click the the "Signed Documents" section to disFew readers

• Session DOs, DON'Ts and CHECKLISTS

  A notary's responsibility is to ensure every document is properly verified and authenticated with meticulous attention to detail. At BlueNotary, we help protect the quality of each online notarization session by adding required reminders to ensure nothing slips through the cracks. Notaries participating in the BlueNotary Open Call Program are required to carefully read the the following items as part of each session. RequirementsFew readers

• 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 requiFew readers

• Script For Live Notarization Calls (Florida Estate Planning)

  In addition to following along with the Script for Live Notarization Calls, anybody notarizing Estate Plans for Florida individuals is required to recite from with the script below. Florida Estate Planning Script: Each of these must be asked by the online notary public in substantially the following form (in accordance with [Fla. Stat. §117.285](https://www.leg.state.fl.us/statutes/index.cfm?App_mode=Few readers

• Streamline Your Workflow: Introducing Grouped Annotations

  In the world of online notarization, speed and accuracy are everything. To help you breeze through repetitive document prep, BlueNotary is excited to announce the Grouped Annotations feature. Whether you are a Notary, a Business, or a Signer, you can now bundle multiple fields into a single "Grouped Field" that stays saved to your account. Stop placing the same five tags one by one—place them all with a single click. Why Use Grouped Annotations? Consistency: Ensure that notary blFew readers

• New Feature: AI Autotagging for Documents

  Speed up your notarization workflow with BlueNotary’s new AI Autotagging. Automatically detect signature, date, and initial fields in seconds. Now available for PRO accounts to streamline document preparation and reduce manual errors.Few readers

• How to Export Your Notary Journal

  You can export your notary journal directly from the Journal section in a few steps: Go to Journal. Open any session from the list. Click Select All. Click Export. An export modal will appear where you can choose additional options. After submitting, your journal export will be processed and sent to your email within approximately **15 minutes,**depending on the numberFew readers

• Adjust Script Font Size During a Session

  Adjust the text size of the Scripts inside the Session for better visibility and create a smoother, more comfortable reading experience. We’ve introduced adjustable font size controls for scripts, making it easier to read and deliver script content during sessions. You can now increase or decrease the script font size based on your reading preference. How to Adjust Script Font Size Join your session. Open the Script panel. ![](https://storage.crisp.chat/users/helpFew readers

• IMPORTANT: Open Call Sessions Require All Document Review Before Completion

  To ensure accuracy and compliance, notaries are now required to review all documents before completing a session. This update is especially important for open-call and compliance-sensitive workflows, where missing even a single document can lead to issues. What’s changed? The Complete Session button will remain disabled until every document in the session has been opened at least once. This ensures that all documents are reviewed before finalizing. ![](https://storage.crisp.chat/users/hFew readers

• Guion para Notarización en Vivo

  El siguiente guion fue elaborado tomando como referencia los procedimientos estándar para la notarización en línea. Para consultar el guion específico correspondiente a su estado, por favor consulte las leyes de su estado. Recomendamos tener estos guiones disponibles durante sus llamadas de notarización en vivo. Saludo inicial y reafirmación de consentimiento. Hola, mi nombre es ___ Soy un notario público comisionado en el estado de __. Estoy autorizado para notarizar docFew readers

• Download Multiple PDF from a session as a Single Merged PDF

  If your session contains multiple PDF documents, you don't need to download each file individually and merge them yourself. BlueNotary provides an option to download all completed session documents as a single merged PDF. How to Download a Merged PDF Open you completed the session. Navigate to the Session Summary Select Advanced Download Option. Choose Merged PDF Download. ![](https://storage.crisp.chat/users/helpdesk/website/-/a/d/6/f/ad6f70f312c99800/image_1rwFew readers

• Reopening a Completed Session for Minor Adjustments

  In rare situations, a completed session may need a small correction after it has been finalized. Session reopening is an exception process and should be requested only when absolutely necessary. This feature exists to correct minor administrative errors and is not intended to replace proper document review before completing a notarization. BlueNotary support can reopen a completed session, allowing the notary to make minor adjustments and regenerate the final documents. | **Reopening Time LFew readers

• How to Export Audit logs for a Session?

  To export audit logs of a particular session. Here's how you can do that. Go to Journal > Open the session summary page of the particular session. See the Latest activity section and click View all. Click Export CSV to download the session logs. ![](httpsFew readers

• Executing a Same Device Signing Session

  A Same Device Signing session allows multiple signers to complete their signatures using a single shared device. The host signer must join the session from the shared device, and all participating signers will use that same device throughout the signing process. Notary View Enter the Session - Join the Same Device Signing session and review the document. Add all required signature, initial, date, and other fields before signing begins. Have the Primary Signer Sign -The PrimarFew readers

• Notaries Can Now Update Signer Names Inside Session

  One of the most common issues during a notarization session is a mismatch between the name entered when the session was created and the name shown on the signer's verified government-issued ID. This could be something as simple as a missing middle initial, a maiden name, or a minor spelling difference. Previously, correcting a signer's name required the signer to update their own information, which could interrupt the flow of the session and create unnecessary back-and-forth. Now, **notaries caFew readers

ID Proofing, KBA, & Biometrics

• Choosing when to require the identity Authentication (KBA or Biometrics) flow

  Auth Mode Selection We offer 2 options for running Identity Authentication (Knowledge-based authentication or Biometrics + ID analysis) for signers: In Session Auth Flow - this flow allows signer to enter the live meeting first. Then, if required, the signer will be able to complete KBA/Biometrics+ID in the live session. Skip Auth Flow - this allows to skip the KBA/Biometrics+ID process completely. *Please only use this if you are certain of your local laws. | The benefitSome readers

• How to Authenticate Signers on the Same Device

  Here is how you can set a session up to authenticate multiple signers on the same device. This is done after a session is created. How to Authenticate Multiple Signers on the Same Device Make sure you check out the complete How to Authenticate Signers on the Same Device Tutorial.Few readers

• Option to Skip Signer KBA+ID

  To Skip Signer KBA+ID, first go to Invite a Signer page. There you'll see an option that looks like this: Selecting this option will bypass the need for the signer to complete KBA questions and submit photo ID. The signer view will remain virtually the same - just without the KBA and ID steps. ||| Only do this if it is acceptable within yourFew readers

• Two-factor authentication (2FA)

  Two-factor authentication adds an extra layer of security by requiring two different types of verification before granting access to an account, combining multiple authentication methods to create a more robust security system that provides greater peace of mind. For certain account types, transactions, and jurisdictions, multi-factor authentication (MFA) may be required as part of regulatory or compliance requirements. This includes some state-specific requirements, as well as transactions assFew readers

GNW Open Calls

• Open Calls

  For Notary Pro plan users, you will be able to pick up open calls that come in from BlueNotary sourced leads. Open calls are first come, first serve. Open calls will appear automatically on the Dashboard. An email alert will also be sent out. You can pick up the Open Call through your dashboard. | BlueNotary is paying out $5-$10 for each Open Call completed! You will be ablePopular

• BlueNotary Open Call Testing

  BlueNotary holds any notaries working in our Open Call program to meet a certain standard out respect for our signing customers and clients. In order to participate in BlueNotary Open Calls you will be required to pass the BlueNotary Open Call Test. You will have multiple attempts to go through the process, but this is not indefinite. Here is the Testing Flow Step 1 - Pass the first on your first attempt and proceed into the Open Call Program Step 2 - If you Fail the test, youPopular

• Witness Open Call: What to Expect

  BlueNotary offers a hassle-free process for notaries to act as witnesses during signings. By utilizing their pre-vetted pool of notaries as the witness pool, the platform eliminates the need for notaries to coordinate with third-party witnesses. This eliminates much of the legwork that might be involved in finding an available witness, making the process simpler and more convenient. Witness Expectations ![](https://storage.crisp.chat/users/helpdesk/website/-/a/d/6/f/aFew readers

• Quit Claim Deed Explained

  Quit Claim Deed Explained Katie Tremulis A quitclaim deed is a legal document used to transfer ownership interest in real property, also known as real estate, from one party to another. Unlike a warranty deed or a grant deed, a quitclaim deed does not make any promises or guarantees about the title to the property being transferred. As a notary, it is important to understand the basic components of a quitFew readers

• ALTA Explained

  ALTA EXPLAINED ALTA settlement statements may appear confusing at first, but don’t worry, they are much simpler than they appear. Alta settlement statements are specifically designed to organize the property selling process. It has a breakdown of costs and columns for both the buyer and seller. While this document doesn't typically need to be notarized, you will still be expected to make sure that it is properly filled out. ![](https://storage.crisp.chat/users/helpdesk/website/ad6f70Few readers

• Browser Notifications Troubleshooting for Open Call Alerts

  We've redesigned how Open Call notifications work, introduced browser push notifications as the primary alert channel, and added a brand-new Notification Health Check so you can verify everything is working in just a few seconds. Smarter Open Call Notifications Previously, every new Open Call could generate multiple notifications at the same time. For example, when a new witness Open Call became available, you might receive: A dashboard notification An email notification Browser notFew readers

Billing Preferences

• Notary Fee Schedule

  Updated December 19, 2025 Notary Pro Fee Schedule Breakdown | Platform fees CHARGED if you want to bill your client privately/separately (Notary Pro only): GNW Signings: Notarization first seal - $5 (fee to cover the cost for KBA + ID processing/ Video Storage) Additional seals - $0 Additional signer - $4 Authenticated Witness - $4 Witness as a Service (using BN network) - $10 **Closings/Loan Closings/Estate Plannings: ** Closing by Invitation - $25 (OPopular

• Invoice the client on your own/outside of BlueNotary

  Notary Pro users have the ability to invoice their clients directly instead of using the BlueNotary billing structure. On the Invite Signer/Session Creation page, simply click the checkbox under Payment, so that you can send billing invoice separately outside of BlueNotary. We will charge the signer nothing. BlueNotary will not charge any fees to you by way of pre-authorization of your crePopular

• Invoices: Creating and sending payment invoices via BlueNotary

  It's important to note that there are 2 primary invoicing methods on BlueNotary. ||| You want to be very careful not to double bill your clients as it could delay the time it takes for your client to receive their documents and cause unnecessary stress. The first method is Traditional BlueNotary Invoicing. This is the only method available to free members and the default method for Pro-Hybrid members unless they select to "Invoice the client on your own" during the invitation process. ![ISome readers

• Adding Session Custom Fees

  Pro Hybrid Feature In a live session, you'll be able to add or modify any custom fee. The signer will get a confirmation request on their end to approve the additional charges. || Custom charges are not alloFew readers

• How to Change Your Default Payment Card

  You can easily update the default card used for billing from your account settings. Steps to Change Your Default Card Go to Settings Select Billing Click Change Payment Method Choose an existing saved card or add a new card Set the preferred card as your default paymenFew readers

• Notary - Billing Your Customer

  Billing Your Clients BlueNotary gives notaries two ways to bill their clients: Automatic Invoicing Your Own Invoice (Notary Pro Only) Option 1: Automatic Invoicing With Automatic Invoicing, BlueNotary automatically charges the signer based on the services provided during the session. No manual invoicing is required. General Notary Work (GNW) Service Price Base Notarization $25.00 Included with Base Fee 1 stamp + 1 signer | Additional Stamp | $8.00 eachFew readers

Multiple Signers

• How does multi-signer session work from Notary View?

  If you have a need for a secondary signer, you can easily add them to your session. When creating the session invitation, click the Add Multiple Signers box. Then add the email address of the secondary signer(s). Secondary signer(s) must pass perform required ID + KBA or Biometrics (unless you have chosen to SKIP KBAID) analysis using **_their own separate device andFew readers

Loan Signing Agents

• LSA Approval Process for Loan Signing Open Calls

  These requirements ensure BlueNotary clients receive professional, qualified service from signing agents. Points required in order to get approved to service BlueNotary clients: Required Documents 1. Notary Commission & RON Authorization Active notary public commission RON authorization (if applicable in your state) Should already be Uploaded: As part of your RON Approval ProcessPopular

• LSA Open Call Guide

  General Terms BlueNotary subcontracts with loan signing agents at will to service various contracted lenders, title agencies, and associates. Qualifications Several loan closing types will be serviced: HELOC, refinance, etc. In order to apply for LSA Open Calls, you should be familiar with most common types with at least 100 closings completed. In addition, you'll need experience working with RON (either LS or GNW) at least 50 sessions. For full details of requiSome readers

Witnesses

• Adding a Witness

  To see a pictorial Guide, keep scrolling, otherwise watch the video below down below. How to Add a Witness Mid-Session In some sessions, a witness other than the notary is required. To add a witness, Find and click the Menu in upper right corner. You will be presented with 3 options: InvitFew readers

Ledger

• Step-by-Step Guide: How to File Taxes for Beginners with Ledger

  BlueNotary’s **Ledger **feature makes it easy for notaries to stay organized year-round. This guide will walk you through the process step-by-step. Step 1: Gather Your Documents Before you start filing, make sure you have all the necessary paperwork. Here’s what you may need: Personal Information: Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN). Income Documents: W-2s (for employees), 1099s (for freelancers or self-employed individuals).Few readers

• Required Forms with Ledger

  Filing taxes as a notary public or loan signing agent requires gathering specific documents to ensure compliance and maximize deductions. Whether you are an independent contractor or own a business, having the right paperwork is crucial. Here’s a breakdown of the most important tax documents you’ll need and how BlueNotary’s Ledger can help streamline the process. Personal and Business Identification Documents Before you start, ensure you have: Social SeFew readers

• What is BlueNotary's Ledger feature?

  BlueNotary’s Ledger is designed to help notaries on the **Pro **plan easily track their earnings, expenses, and taxes, making bookkeeping effortless and tax season stress-free. What is Ledger? ✅ A digital tool for notaries to track income, expenses, and tax obligations. ✅ Helps estimate taxes and manage financial records efficiently. ✅ Provides downloadable reports for tax filing and accounting. ![Ledger Dashboard](https://storage.crisp.chat/users/helpdesk/websitFew readers

• Payment Deadlines with Ledger

  Staying on top of tax deadlines is crucial for notaries and loan signing agents to avoid penalties and keep their finances in check. By gathering the right documents and utilizing tools like BlueNotary Ledger, you can simplify your tax filing process and maximize deductions. 📅 Key Tax Payment Deadlines for Notaries - 2026 to 2028 Quarterly Estimated Tax Payments (Form 1040-ES) Since most notaries are self-employed, they must pay estimated taxes quarterly to avoid IRS penalties: **For 20Few readers

• Tax Calculator

  Understanding the Tax Calculator A tax calculator is an essential tool designed to help individuals and businesses estimate their tax liabilities. It simplifies the process of calculating taxes owed by using specific information, such as income, deductions, and applicable tax rates. Whether you're filing for personal income tax, business taxes, or sales tax, a tax calculator can help ensure you’re on the right track. How Does a Tax Calculator Work? Tax calculators use a set of predFew readers

• Maximizing Efficiency and Savings: Mileage Tracking for Notaries with Ledger

  What is Mileage Tracking? Mileage tracking is the process of recording the miles you drive for business purposes. It helps professionals, including notaries, manage travel expenses, qualify for tax deductions, and get reimbursed for business-related trips. Properly tracking mileage ensures that notaries can maximize their financial benefits while maintaining accurate records. Why is Mileage Tracking Important for Notaries? As a notary, you likely travel frequently to meet clientsFew readers

• Understanding Notarial Act Tax Exemption Tracking with Ledger

  What is Notarial Act Tax Exemption Tracking? Notarial Act Tax Exemption Tracking refers to the process of recording and managing exemptions from taxation on notarial acts. In many states, notarial services are exempt from certain taxes, but proper documentation is required to ensure compliance and avoid unnecessary tax burdens. Keeping track of these exemptions can help notaries manage their finances more efficiently and ensure they are not overpaying on taxes.--- Why is Tax ExemptionFew readers

• Journal Import

  The Journal Import feature allows users to bulk import their **Manual Session **entries into the system using a CSV file. This helps save time and ensures consistent record-keeping. How It Works You can import Manual Session journal entries in two ways from the Journal page → Import CSV option: 1. Import Using Notary Gadget Export If you already use Notary Gadget, you can directly upload your exported file. Simply select the “Notary Gadget” option, uploaFew readers

• Transaction Center: Managing Your Invoices, Income, Expenses, and RON Transactions

  The Transactions page provides a centralized view of your financial activity on BlueNotary. From here, you can review invoices, track earnings, monitor expenses, and view completed Remote Online Notarization (RON) transactions. Tabs Overview Invoices The Invoices tab allows you to create, track, and manage invoices for your notarization sessions. From here, you can view invoice statuses, search and filter records, export invoice data, and access invoice documents and payment links. UndeFew readers

• How to Create your New York/Nevada/Kentucky Exemplar | Illinois/Maine/Montana SOS Document

  You can navigate to your dashboard to locate the New York/Nevada/Kentucky Exemplar Document : Illinois/Maine/Montana SOS Document Generator How to Find and Create your New York/Nevada/Kentucky Exemplar : Illinois/Maine/Montana SOS Document Here is a still image of where this can be locatedSome readers

• Loose Leaf / Short Form / Notary Certificate Examples

  These are also known as Loose Leaf Certificates and Short Form Certificates as well as Notarial Certificates. These can be uploaded in your account settings under the Certificates & Files tab in .png, .jpg, and .jpeg format. To apply in a session, you can add an extra blank page if there is not enough room and then add the appropriate Notary Certificate. Notary Certificate FAQ Here is a recent list of some **Notary CSome readers

• MISMO Session Activation

  What is MISMO? MISMO (Mortgage Industry Standards Maintenance Organization) is the mortgage industry's standards body that develops guidelines for the secure exchange of information and digital mortgage transactions. Many lenders, title companies, mortgage providers, and real estate professionals require notarizations to comply with MISMO standards to ensure a higher level of security, identity verification, and regulatory compliance throughout the signing process. Why Use a MISMO SessionSome readers

• How to Pick-up an Open Call

  To pick up the call, first confirm the details of the session using the dropdown button on the left side of the call item. You will be able to review the document and scheduled time to decide it is agreeable for pick up. How to Pick-up an Open Call ||| **If you do pick up an open call and fail to complete the session, you may risk suspension of your account. Please be sure-footed before accepting an open call. To pick up the call, first **confiSome readers

• How to Allow Pop-Ups

  You will need to enable pop-ups to do a variety of tasks on BlueNotary like connecting your Payouts and Retrieving your Document after a Session Here is a Step-by-Step Guide for how to do this on Google Chrome: 1 Click on the three dots in your upper right and then click "Settings" 2 CSome readers

• Session by Invitation

  A 'Session by Invitation' is when you invite your own clients to a notary session. You can send invitations in three ways: Billing through BlueNotary - Bill clients directly through the platform Invoicing Outside of BlueNotary - Handle payment separately outside the platform Test with a Friend - Practice feature for [testing the platform](https://bluenotary.crisp.help/en/article/tesSome readers

• Everything you Need to Know about Digital Certificates for your SOS

  With new technology come new learnings. Here we talk about your digital certificates. Digital Certificate FAQs You may need a copy of your digital certificate in order to submit to your SOS in order to get started and onboarded. There may be a bit of confusion around this as your Digital Certificate is not an easily viewable document. _ In fact, it is not a document at all. _ Your Digital Certificate is automatically encrypted into every document that is exporteFew readers

• IPEN (In-Person Electronic Notarization Guide)

  IPEN stands for in-person electronic notarizations, which are notarizations conducted in-person. This means that the signer must be physically present with the Notary at the time of the notarization. However, the documents are presented in a digital format and signed using an electronic signature, while the Notary applies an electronic seal and signature to complete the notarization process. This whole process can take place on one account. || Supported devices include laptops, computers and IFew readers

• How do I connect stripe account for Payouts?

  To add details to start receiving your payout, Go to Settings > Payouts Click "Create Stripe Connect Account", to connect your stripe account. Fill in your details. And submit all the information and you're done. Having issues connecting to Payouts? Please ensure that pop-ups are enabled on your browser Please try using Google Chrome (See our [guide oFew readers

• Upload Custom Document to Simulator

  Go to Session Simulator and find the Upload Custom Document button next to Complete button. You can use this to upload any document - including your application for SOS. You can drop your seal and then hit Complete session. This will automatically output a file for your SOS that includes digital signing certificate. You can download the file and seFew readers

• How to fill out SOS Sample Document (Texas)

  Texas has recently updated its Secretary of State (SoS) document upload process. Please follow the steps below to complete your TX application: Go to a Digital Certificate provider e.g. Identrust and acquire a Digital Certificate if you haven’t already. From the Identrust homepage, click on Certificate>eNotary Programs>Buy Now>BlueNotary>IGC Notaries Basic Assurance>Select Year and process your request. Sign in to your BlueNotary account and upload it in the **Manage > Digital CertifFew readers

• How to Clone a Session

  The Clone Session feature allows you to quickly create a new session using the same setup as an existing one. This saves time by reusing session details instead of creating a new session from scratch. For both RON sessions and eSign sessions. It is particularly useful for: if you want to duplicate tags from a common document if you need to change your primary signer name/email. This works for both Individual PRO Notaries and Business Admins. How to Clone a Session GFew readers

• My Session Link - How Does It Work?

  "My Session Link" is your personal link to offer your clients as a way for them to create a new session with you. This tool is located in your account settings and you are even able to schedule your own times of availability. We recommend posting this on your website or social media. 👍 How to Access "My Session Link"Few readers

• Uploading a Custom Document Mid-Session (Notary)

  Go to Journal and then enter your Session (usually by clicking pre-tag) and find the Upload Custom Document button next to Complete button. You can use this to upload any document. After you finish notarizing this clients document, you can drop your seal and then hit Complete session. This will automatically output a file for your customer. You can download the file immediFew readers

• Signer Invite Links

  Signer Link / Individual Invite Links This can be useful for: Sending their link in a text Sending their link in an email if they are having trouble logging in from the browser that auto-populates from their email Here is a video guide on how to navigate to these links: How to Find Signer Invite Links | Please Note: Each signer and witness has their own individual link they must join through ![Journal > Unique Signer Link Location](https://storage.crisp.Few readers

• How to Check & Save an ID MidSession

  It may be required of your usecase to save an ID (drivers license, passport, etc) for a client. Here's how: How to Save an ID MidSessionFew readers

• Security Program Management Policy

  Security Program Management Policy Information Security Program Management Policy BlueNotary Information Security Program Management Policy Document Owner Effective Date Version 1.0 Document Approver 01 Overview and Scope 01.01 Overview In accordance with mandated organizational security requirements set forth and approved by management, BlueNotary has established a formal Information Security Program Management Policy and Procedures. This comprehensive Policy is implemented immediately along wiFew readers

• Notary Pro Perks

  The following three videos explain the BlueNotary Notary Pro perks Notary Pro Perks Notary Pro Perks Every Feature OUTSIDE of a Session on BlueNotary Every Feature Outside of a Session on BlueNotary IN-SESSION Tools & Features on BlueNotary Every Feature Inside of a Session on BlueNotary Notary Pro membership allows you to The ability to Invoice Clients at your Own Rates Send your own Personalized Custom BrFew readers

• How to Join a Session from Your Journal | Notary

  This video and text guide explains how to join a notarization session in BlueNotary using your Journal. Once a session has been scheduled or created, you can quickly access and join it from your dashboard. Quick Video Guide: How to Join a Session from Your Journal | BlueNotary Step 1: Log in to Your BlueNotary Dashboard First, log in to your BlueNotary account and go to your main dashboard. From the dashboard, locate the Journal tab in the left-Few readers

• Adding a signer Mid-session

  Please watch the video guide below on how to Add a Signer as a Notary: How to Add a Signer MidSession How to Add a Signer Mid-Session To add a signer, Find and click the Menu in upper right corner. Select Add/Remove Signer option. Enter the newFew readers

• What to do if audio/video quality is inadequate? (as a notary)

  ||| If you are unable to establish an adequate audio/video connection, you will need to terminate the session. Before terminating, you can try troubleshooting with you and your signer using the tools below. There are a few things that can cause your Audio & Video check to not connect. Usually they will pertain to either your browser settings or system settinFew readers

• Notary Hotkeys

  Hot Keys are keyboard shortcuts designed to help you navigate sessions more efficiently and perform common actions without repeatedly using your mouse. Using Hot Keys can help you: Speed up document review and navigation Quickly access frequently used actions Improve efficiency during live notarization sessions Reduce interruptions and keep your focus on the signer and documents To Turn on Hot keys Go to settings > Session settings > Switch the toggle on to activate Hot Keys.Few readers

• How to Rotate and Upload Documents Mid-Session

  To add custom documents mid session or rotate documents click the button below "document selection box" From there, to rotate or upload a document a document click at the locations shown in the image below. ![3](https://storage.crisp.chatFew readers

• Upload Custom Document in a Live Session

  Go to your Live Session and click the "+" button at the top of your page. You can use this to upload any doc, docx, png, jpg, jpeg, and pdf document. WatcFew readers

• How to Sync your Screen (As a Notary)

  You can synchronize your signers screen with your own by using the Sync Screen tool: Here's our guide on How to Sync your ScreenFew readers

• Spanish Speaking Designation (For Notaries)

  You can accept Spanish Speaking Open Calls by making an adjustment in your Account Settings | Turn on the toggle to set yourself as Spanish Speaking Notary.Few readers

• Google Drive Integration

  Here is our guide on how to integrate BlueNotary into Google Drive. Documents will be saved daily under the folder format of: PRIMARY SIGNER NAME - SESSION # Step 1 Step 2 Step 3 ![Google Drive Integration SFew readers

• Session Notes

  Notes There are two ways to access session notes. In your Journal before or After Session From within the session 1 Find in Journal 2 Enter Notes and Save 3 Alternatively, Add Notes Mid-SessioFew readers

• Utah Application

  Download the Utah RON Application and send to the SOS office along with your sample output file.Few readers

• Using the Multiple Photo ID Verification

  This feature allows for an extra layer of security by requiring signers to provide two distinct forms of identification. How it Works | Notaries or Business Admins can enable this via the Invite Signer page or directly within a live In-Session page. ![](https://storage.crisp.chat/users/helpdesk/website/-/a/d/6/f/ad6f70f312c99800/captura-de-pantalla-2026-03-21_1oid9xp.png =729xFew readers

• Understanding the Payment Details Panel

  We’ve introduced a "Payment Details" section to provide full transparency regarding session costs and responsibilities. Look for the "Payment Details" section on the right-side panel of your PDF session page. || Instantly see who is responsible for the payment and the total cost of the specific session. || To protect sensitive billing info, session costs are only visible to IndividFew readers

• Advanced Download & Branding Options

  | Take more control over your finalized documents with our new advanced download settings. | You can now add a "BlueNotary RON Package ID" header to your signed PDFs. You can toggle this on and choose to place it in any of the four corners of the document pages. ![](https://storage.crFew readers

• How to Use the Session Cost Estimator

  Planning your budget is now easier with our built-in Estimator tool. Go to your Dashboard and look under the Additional Resources tab, or find it directly within the Ledger section. | Simply input the following parameters to see the projected cost: **PayinFew readers

• Managing Document Delivery via Stripe Invoices

  | For Individual Notaries using Stripe, you can now automate your workflow by linking document release to payment confirmation. In the Invite Signer page, look under Document Delivery and select the option: "When Stripe Invoice is Paid". | What to Expect: Automated Release: Documents will not be released immediately after the session. Once the signer pays theFew readers

• Connecticut Remote Notarization (RIN-Style) Special Conditions

  Although Connecticut has passed Remote Notarization legislation under Public Act 23-28 (effective October 1, 2023), the process functions much like Remote Ink Notarization (RIN) rather than traditional fully-electronic RON; requiring wet ink signatures and physical document exchange. **Connecticut citizens have always been ableFew readers

• Why can't I complete the session?

  If the “Complete Session” button is disabled, it means there are still pending actions that must be completed before the notarization session can be finalized. The session can only be completed once all required notary actions and participant actions have been successfully finished. How to Check What Is Missing When you hover over the "Complete session button", a tooltip will appear showing the list of remaining actions or incomplete items preventing the session from being completed. ![](httpFew readers