How to Prepare Documents for a Remote Online Notarization Session

How to Prepare Documents for a Remote Online Notarization Session

Before hosting a notarization session, you’ll need to ensure your documents are properly formatted, uploaded, and ready for review and signature.
  1. Save the document you need notarized in PDF format. This ensures all fields and formatting remain intact.
  2. Ensure the document is complete and accurate before uploading. Fill in all non-notarized fields ahead of time.
  3. Leave any signature and notary fields blank—these will be filled during the live session.
  4. If the document includes multiple signers, ensure it clearly indicates who signs where (labels, initials, etc.).
  5. If applicable, add optional annotations or instructions in the file to guide the signer or notary.
  6. Log in to your Notary.io dashboard and go to the Sessions section.
  7. When creating a session, use the Upload Document field to attach your prepared file.
  8. Once uploaded, you’ll be able to preview the document and confirm that it appears correctly.
Tips:
  1. Use a clear and legible scan if uploading a physical document.
  2. Avoid password-protected PDFs.
  3. Check for blank pages or missing content before uploading.

    • Related Articles

    • How to Create a Remote Notarization Session

      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 ...

    • Performing Your First Online Notarization

      Once a session is scheduled, here’s how to guide the signer, perform notarial acts, complete the notarization, and finalize the session in Notary.io. Log in to your Notary.io account before the session start time. Navigate to the Sessions tab from ...

    • 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 ...

    • How to Manage Completed Sessions and Signed Documents

      Once your remote notarization sessions are complete, Notary.io makes it easy to access, review, and download your signed documents. Log in to your Notary.io account. Click on the Sessions tab from the left-hand menu. Use the filter options (e.g. ...

    • How to Join a Remote Notary Session

      Need help joining a remote notary session on Notary.io? Follow the steps below to get started.