Troubleshooting common issues

• How to troubleshoot incorrect location when completing a session

  If you are physically working in one city but the session pop-up displays a different city, this is usually caused by how your internet connection is being identified — not by your browser’s location settings. Follow these steps to identify and resolve the issue: Step 1: Check for a VPN or Corporate Applications Disconnect any VPN service. If using a company device, verify that a background VPN is not active. Restart your browser after disconnecting. On Windows Go to SettiFew readers

• How to take a screenshot or record your screen for better support

  If you're running into an issue on BlueNotary, sharing a screenshot or screen recording can help our support team identify and resolve the problem much faster. Taking a Screenshot Most devices already include built-in screenshot tools, so no extra software is needed. Windows Capture the Entire Screen Press PrtScn The screenshot is copied to your clipboard Paste it into an email or chat using Ctrl + V Automatically Save ScreenFew readers

• PDF Upload Failed Due to File Size? Try this.

  If you're receiving a file size error when uploading your document, don't worry, there are a couple of simple ways we can fix this Option 1: Compress Your PDF The quickest solution is to reduce the file size of your PDF using a compression tool. Visit https://www.ilovepdf.com/compresspdf Upload your PDF file. Download the compressed file. Try uploading the new file to your session. In most cases, compression significantly reduces the fileFew readers

• How to Delete Contacts from Your Contact List

  If you'd like to remove contacts from your BlueNotary account, you can delete them directly from the Contacts section. To delete a contact: Navigate to Contacts from the left-hand menu. &x20; Find the contact you want to remove. Click the Delete (trash can) icon that appears in the banner at the bottom. (https://storage.crisp.chat/users/helpdesk/website/-/a/d/6/f/ad6f7Few readers

Getting Started

• What are Participant Roles (Signers, Witness, Notary, Observer, Admin)?

  In online notarization (also called electronic or remote online notarization), multiple participants interact in a secure digital environment to complete the notarization of a document. Each participant has a specific role with defined responsibilities. Here’s a breakdown of the typical roles: 1. Signer Who they are: The person(s) whose signature is being notarized. Responsibilities: Review the document. Electronically sign the document in the presence ofFew readers

• Using Templates: Complete Guide

  Templates allow your business to store frequently used documents and reuse them across notarization sessions, saving time and ensuring consistency. From the Templates page, you can: Upload Template to add a new document template to your Business account. Search for templates by name to quickly locate documents. View Template Details, including the template name and creation date. Adding New Template Document (https://storage.crisp.chat/users/helpdesk/website/-/a/d/Few readers

• Troubleshooting Camera & Microphone Access

  BlueNotary requires access to your device’s camera and microphone to support real-time audio and video during a signing session. If these permissions have been denied by your browser, device settings, or operating system, you must re-enable them before joining a session. This guide shows you how to restore access on major platforms and browsers. 1. Why Permissions Matter Web browsers (like Safari, Chrome, Firefox, and Edge) use built-in privacy controls to prevent websites from accessSome readers

• What are the different session types (GNW, Closing, Estate Planning)?

  Select the session type to ensure proper setup, compliance, and compensation. GNW (General Notary Work) General Notary Work covers the standard, everyday notarizations that most people encounter. These are typically straightforward documents but still require careful attention to identity verification and proper procedure. Typical Documents: Affidavits, powers of attorney, acknowledgments, contracts, permission slips, and other routine legal forms. Signers and Documents: UsuFew readers

• Biometrics for Foreigners: Accepted Identity Documents

  Biometrics for Non-US Signers: Accepted Identity Documents When a signer is located outside the United States, biometric verification requires them to upload a valid government-issued identity document. Because ID formats vary by country, the system supports a range of document types depending on the signer’s country of issuance. This guide explains what documents are accepted and how to ensure a successful verification. Overview For non-US signers, identity verification is completed usFew readers

• How to Use Smart Date Fields while Notarization

  Date fields can now be added manually, through AI pre-tagging, or via templates and automatically update based on your session and selected preferences. These fields can adjust to reflect the actual session date, helping you avoid manual updates, reduce errors, and keep your documents accurate and compliant. This guide will walk you through how to add date fields and easily manage both static and dynamic options. They can either stay fixed (Static Date) Or update automatically (Few readers