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

• Verify a New Device To Sign In

  To help keep your BlueNotary account secure, every sign-in attempt from a new or unrecognized device requires device approval. When a new device is detected, you'll receive an email asking you to verify that the sign-in attempt is yours. Once the device is approved, you can complete the sign-in process. How It Works Step 1: Sign In to Your Account - Enter your email address and password on the BlueNotary sign-in page as you normally would. ![](https://storage.crisp.chat/users/helpdeskFew readers

• Reports Section: A full guide

  The Reports section provides an overview of your notarization activity and performance. It helps you track session volume, completed sessions, stamped documents, notary stamps used, payouts, and invoice payments received. Session Activity Chart The session activity chart provides a visual breakdown of your session activity over time. The chart tracks: Total Sessions – Number of sessions created. Sessions Completed – Number of successfully completed sessions. **Total StampedFew readers

• How to Sign a document as a Signer

  If you've been invited to sign a document, the process is quick and straightforward. Once you open your signing session, your Notary will guide you through each required field. Simply review the document, complete any required signatures, initials, or other fields, and finish the session when prompted. This guide explains how to use the signature tools and complete your document successfully. You'll see a highlighted Signature field like the one shown below. This indicates where your sFew readers

• What’s the New Sync Status Inside Sessions?

  We’ve added a Session Sync status to help you stay informed when a notary or signer has a slow or unstable internet connection during a session. When a connection issue affects syncing, a pop-up notification appears at the bottom of the session. It lets you know that recent changes may take a little longer to sync. Where can I find the Sync Status? The Sync Status appears as a pop-up notification at the bottom of the session when a notary or signer experiences a bad or unstabFew readers

• Device Requirements for a RON session on BlueNotary

  To complete a Remote Online Notarization (RON) session on BlueNotary as a Notary, you’ll need a desktop or laptop computer with a working camera, microphone, speakers, supported web browser, and stable internet connection. For a basic BlueNotary RON workstation, we recommend a modern Windows or Mac laptop with at least 8 GB of RAM, 128 GB of SSD storage, a built-in webcam and microphone, an up-to-date Chrome browser, and a stable internet connection with at least 40 Mbps upload speed. RecomFew readers

Troubleshooting common issues

• How to Notarize Documents for International Signers on BlueNotary

  If you have a session scheduled with a signer located outside the United States, there are a few key steps to follow to make sure identity verification goes smoothly and the session proceeds without issues. The Main Step: Select Biometrics as the Verification Type When setting up the session, make sure to select Biometrics as the verification type instead of Knowledge-Based Authentication (KBA). KBA relies on US credit history and personal records, so **it won't work for international siFeatured

• How to Add or Delete Contacts from Your Contact List

  Your Contacts list makes it easy to save and manage the people you frequently send documents to. You can add new contacts, edit existing ones, or remove contacts you no longer need, all from one place. To Add a Contact Navigate to Contacts from the left-hand menu. Click the Add Contact button. Enter the contact's details, their name and email address. Click **Add CoFew readers

• How to Flatten a PDF?

  One of the easiest ways to flatten a PDF is to use a free online PDF tool in just a few clicks. Steps Go to Sejda's Flatten PDF tool. Click Upload PDF File and select your document. Choose Flatten everything, it converts each page into a non-editable image, preventing any text or content from being modified or copied. Click Flatten PDF. Once processing is complete, download your flattened PDF. Once done, upload it to sessioFew 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

• 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 Turn Off Your VPN or Private Relay

  If BlueNotary can’t verify your connection, a VPN, proxy, or Private Relay may be interfering with the connection check. Follow the steps below for your device, then return to BlueNotary and select Recheck connection. Choose your device: Windows Mac iPad Windows - Turn off a VPN Open Settings. Select Network & Internet → VPN. Find your active VPN connection and select Disconnect. If you use a separate VFew readers

• How to turn on Location Permission in your Browser

  Location access allows websites to verify your location and provide exact location. If you're experiencing issues that require location verification, follow the steps below for your device. On Desktop (Windows, Mac, or Chromebook) Open the website in your browser. Click the tune icon (two sliders) or the lock icon located to the left of the website address in the address bar.Few readers

• How to Unlock Encrypted PDF

  Please find the following resources to unlock encrypted files: https://www.ilovepdf.com/unlock_pdf or https://smallpdf.com/unlock-pdf After the PDF is unlocked, we can accept it for upload on the BlueNotary platform.Some readers

• Verification Code Not Working? Try These Steps

  If your verification code is arriving expired or you are unable to log in successfully, please try the following troubleshooting steps. Common Causes Verification codes sent through email may occasionally expire due to: Email delivery delays Multiple OTP requests in a short period Using an older code instead of the latest one Recommended Solution: Use an Authenticator App For a faster and more reliable login experience, we strongly recommend using an Authenticator App instead of emaFew 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/compress_pdf 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

• What to do if You Can't Connect Audio/Video?

  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 settings. Often times a simple refresh will suffice. The most common scenarios in which this is seen: Audio or Video Connections being [blocked by the browser](https://bluenotary.crisp.help/en/article/how-Some 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 accessPopular

• 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

• Invoicing via BlueNotary

  PRICING Invoices are priced according to type: Regular Session or Custom plus the Stripe base fee charge for processing. 2.9% + $0.30 for Stripe base processing fee. + 0.2% for Regular invoice created for session. OR 1% for Custom invoice created for custom mode (when someone wants to charge customer for something other than regular session fee). BlueNotary will send a payment invoice request to the customer for the amount specified in the invoice modal. ![Add Invoice frFew readers