How to Add a Client in Notary.io

How to Add a Client in Notary.io

Getting clients set up is easy and helps you streamline their notarization requests.
  1. Sign in to your Notary.io dashboard.
  2. Go to the Clients section via the main menu.
  3. Click “Add Client” to open the client form.
  4. Enter the client’s full name, email address, and phone number.
  5. (Optional) Add a client/matter number to help with internal tracking.
  6. Assign any special instructions or notes for this client if needed.
  7. Click “Save” to finish.
  8. The client will receive an invitation email and will be listed in your Clients section.

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