Getting Started with Notary.io
Once you've created your Notary.io business account, please follow the steps below to finish configuring your account:
- Sign-in (Log-in) to your account and select the “three dots” on the far right of top menu bar to reveal drop-down menu.
- If you set up the account for your company you will be the “owner” or “administrator” for your company. If you are also an online notary then from the drop-down menu you will select “Edit Profile” and scroll to bottom of page. There you will have the options to upload your x.509 signing certificate. You will also have options to manage stamps and signatures meaning you will upload the image file of your official notary seal and upload or create your signature to be used in connection with online notarizations.
- To invite other online notaries in your company to be “users” use the top bar (three dots) drop-down menu, select “Account”, select “Manage Users” and then click the “Invite User” button on far right side. You will enter the online notaries email address and roll as a “user”. WARNING – DO NOT set a user’s roll to “owner” unless you want them to have full administrative rights under the account to include adding and deleting users and deleting the entire account. Given the foregoing warning, if you do want to invite another employee in your company to also handle administration duties on the account then follow the same process but select their role as “owner”.
- To customize branding and messages on you company account use the top bar (three dots) drop-down menu, select “Account”, select “Branding” and then upload your company logo.
Related Articles
How to Create Your Notary.io Business Account
Getting started with Notary.io only takes a few minutes. Follow the steps below to set up your business account and start notarizing documents online. Click the “Sign Up” or “Get Started” button on the Notary.io website. On the “Create Account” page, ...
How to Add a Client in Notary.io
Getting clients set up is easy and helps you streamline their notarization requests. Sign in to your Notary.io dashboard. Go to the Clients section via the main menu. Click “Add Client” to open the client form. Enter the client’s full name, email ...
How do I reset my Notary.io password
Misplaced your password for Notary.io? No worries, resetting you password is easy. To reset your Notary.io password please visit: https://app.notary.io/login/password-reset
How to Join a Remote Notary Session
Need help joining a remote notary session on Notary.io? Follow the steps below to get started.
Scheduling - Online Notary Training and Best Practices
To schedule a "live" one hour online notary training and best practices video conference for effective use of the Notary.io remote online notarization platform please use link below. Our preference is that your Company's notaries schedule training ...