Starting a remote notarization session is quick and easy with Notary.io.
- Log in to your Notary.io dashboard.
- From the left-hand menu, click on Sessions.
- Click the “New Session” button in the top right corner.
- Fill in the session details, starting with the session name (for internal reference).
- Select the client from your list or click “Add Client” if they’re not in the system yet.
- Upload the document(s) that need to be notarized (PDF format recommended).
- Choose a notary from your team to assign to the session.
- Schedule the date and time for the session or choose to make it on-demand.
- Select the type of notarization, such as standard or multi-signer.
- Review the session information and click “Create Session”.
The client will automatically receive an email invitation with a link to join the notarization session.