General Info
TRAINING FOR

All Notarize Platform Users

How Does Notarize Work?

This video will provide a general overview of Notarize and how it benefits both you and your customers.

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How to Set Up Your Business Account with Notarize

See how you can add team members, customize your account settings, add your logo, utilize templates, and enhance security with multi-factor authentication or SSO.

Please note: This video is designated for Account Owners and Admins only.

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How to Send a Notarization Request to Your Signer

This video will provide a general overview of Notarize and how it benefits both you and your customers.

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Your Signer’s Experience with Notarize

See firsthand what it's like for your customers to use Notarize. This video covers from the moment they receive the email inviting them to start the process through their meeting with an online notary.

Additional resources you can share with signers:

How to Manage Completed Documents

Learn how to access transaction details, including viewing the transaction's status and downloading a completed document.

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Best Practices for Leveraging Notarize

Everyone loves feeling like a pro, no matter the platform. With that in mind, we've pulled together some of our favorite tips, designed to make your day easier and your workflow as efficient as possible.

Additional resources you can share with signers:

How to Automate Your Workflows with No Development Resources

Notarize’s White Text Tagging feature provides a great way to automate your transaction workflows, eliminating the need to manually tag your documents, all without requiring any developer resources. Anyone can set up White Text Tags! This webinar will teach you to create, use, and manage White Text Tags in your Notarize Title Platform. 

What is White Text Tagging? White Text Tagging is a tagging solution that Title Agents can implement to automatically tag their documents with signer and/or notary designations when sending through Notarize. When a document is uploaded to the Notarize platform via API or UI, the platform locates white text placeholders and automatically adds the prescribed designations for signers and/or a notary to annotate the document.

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