Getting Started

• RON Approval Documents - Acceptable Submissions

  Any of the following are acceptable submissions: Copy/screenshot of email received from your SOS(Secretary or State) or DOS (Department of State) about RON approval Photo of physical letter from your SOS/DOS about RON approval If your state doesn't offer RON approval documents, please upload your commission letter/email. How to Upload your RON Approval Document youtube How to Enter your Payout Details (Nyod334Popular

• Getting Approved on BlueNotary

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• Digital Certificate and eSeal - Sample Output File

  In order to download a sample file to send to your SOS, use the Session Simulator feature:  https://app.bluenotary.us/pdfedit/sessions/simulator You will need to add your signature and eseal to the document. The Digital Certificate will be automatically encrypted within the document upon completion.Popular

• What States Have Approved BlueNotary for their Notaries

  Note: Online Notarization is legal to be performed in all states. If you are in a state where YOUR state's notaries, have not been approved, you can still get your documents notarized via long-standing Cross State Notarization Laws. BlueNotary recommends checking with your receiving party for clarification. Signers anywhere in the world can perform notarizations on BN. Approved: Alabama ( Special ConditioPopular

• How would you describe BlueNotary's Technology?

  BlueNotary's software can be described as Industry Standard audio/video Remote Online Notary Technology with PKI encryption. By industry standard, we mean that BlueNotary is 100% MISMO certified. The Mortgage Industry Standards Maintenance Organization is a not-for-profit subsidiary of the Mortgage Bankers Association that serves as the standards development body for the mortgage industry. BlueNotary could not create such a platformPopular

• Calendly Integration

  Video guide on Calendly Integration This allows you to customize your schedule however you wish. Guide to Create Personal Access Token Login or Signup to your Calendly Account. Go to the Integrations Page. Select the API & Webhooks title. Select Get a token now under Personal Access Tokens. CreateSome readers

• What's the difference between a "Notary Certificate" and a "Digital Signing Certificate"

  A Digital Signing Certificate is automatically embedded into your PDF File when session is completed. Each BlueNotary user has their own unique, identifiable Digital Signing Certificate that is automatically generated for you. See how to view DC on a document. youtube How to View a DigitSome readers

• How does the Affiliate Referral Program work?

  30% for you, 30% for them BlueNotary's Referral Program is straightforward and works for any businesses or notaries* you refer. And you, the referrer, will get: Notary - receive 30% on upgraded subscriptions for 6 months Businesses - receive 30% on upgraded subscription for 6 months Payouts aFew readers

• How to upgrade a Notary Account (and How to add Certs)

  If you are interested in upgrading a business account, please reach out in the customer support chat or come through the BlueNotary For Businesses page For info on adding certs click here To upgrade your notary account you can follow the simple 3 step process below Go to Account Settings Upgrade Notary Account (https://storage.crisp.chat/users/helpdesk/websFew readers

• Test With A Friend- How To Send An Invitation

  This is a walkthrough for how to set up the “ Test with a Friend” feature. This is perfect for notaries to get comfortable with the platform. It can also be used for potential clients to get a feel for what they can expect a typical signing to be without asking them to upload any personal information. 1 From the Blue Notary Dashboard, click "Test With A Friend” In your dashboard, click "Test with a Friend" (https://storage.crisp.chat/users/helpdesk/website/ad6f70f312c99800/twaf-110stFew readers

• Contact Info and Sample Document for your SOS

  Sample Document Oregon and some other states require a sample document with seal and signature - and company address. How to create your sample document:  Use the simulator feature to apply your seal and signature to the sample document there.  After you've dropped your seal on the document, click 'complete session' to get the downloadable file that you can send to your SOS. Session Simulator: https://app.bluenotary.us/pdfedit/sessions/simulator (https://storage.crisp.chaFew readers

• BlueNotary Online Court Reporting Program

  This is a unique branch of the BlueNotary Open Call Program BlueNotary is proud to share that we have partnered with a major player in the court reporting space. They have partnered with us in order to assist in providing a streamlined court reporting service experience in tandem with the BlueNotary network. Notary Requirements to Particpate Pass the BlueNotary Online Court Reporting Training Course (https://academy.bluenotary.us/courses/bluenotary-couFew readers

• Filling out a Notary Block

  Filling out a Notary Block Katie Tremulis As a notary public, one of your key responsibilities is to complete a notary block for each document you notarize. The notary block is a section of the document where you, as the notary, acknowledge that the signer appeared before you, signed the document in your presence, and provided satisfactory identification. Here are some general guidelines on how to fill oFew readers

• How to add Notary Certificates/Loose Leafs/Short Forms to your Account

  Notarial Certificates , otherwise known as Loose Leaf Certificates or Short Form Certificates can be uploaded or purchased through your Manage section. All Notary Certificates purchased from BlueNotary contain notarial wording contained from the Secretary of State websites and Notary Handbooks. Special exception for Tennessee (Handbook Sourced Certificates for Tennessee are partially Modified)* PleaFew readers

• How much E & O Insurance is required for BlueNotary?

  Errors and omissions (E&O) insurance, also known as professional liability insurance, is designed to safeguard against claims arising from mistakes, negligence, or omissions in the services provided. If you're wondering how much E&O insurance you need for Bluenotary, it's important to note that while there is currently no specific requirement, you must comply with your state's regulations to ensure proper coverage. Compliance with your state's regulations is vital to ensure you are adequately pFew readers

• What to Do When Facing Technical Difficulties During a Virtual Notary Session

  It is essential for notaries to be prepared for any technical difficulties that may arise during a session. These issues can disrupt the smooth flow of the signing process and cause frustration for both notaries and signers. To help mitigate such challenges, notaries can provide valuable guidance to their signers. In this article, we will outline a checklist of steps that notaries can advise their signers to follow when encountering technical difficulties during a virtual notary session. ChecFew readers

• Audio/Video Quality in Live Session

  If the quality of your audio or video deteriorates to a level where you cannot communicate properly, hear or see the sign 100%, then you'll need to terminate the session by clicking "Terminate Session" and start a new session when you have moved to a location with stronger internet connection.Few readers

• Scheduling Notary Sourced Clients

  *Scheduling Notary Sourced Clients Virtual notaries are becoming more important as more transactions move online. However, scheduling a notary transaction can be challenging, especially for those new to the profession. This is generally how long each step of the process would ideally take. There are always exceptions in both directions and depends on a variety of factors so see what works best for you. The most I've ever done so far is seven in one day. Was it doable? Yes. 100%. But afterFew readers

• Empowering Signers to Determine the Type of Notarization

  Notarization is an essential step in the authentication of various legal documents and plays a crucial role in ensuring their validity and integrity. Notaries public are appointed by the state to act as impartial witnesses and verify the identities of individuals signing these documents. While notaries possess extensive knowledge about different types of notarizations, they are not authorized to determine the specific type required for a document. Instead, it is the responsibility of the signerFew readers

• What to Do When There Isn't Enough Room for All the Names of Signers

  What to Do When There Isn't Enough Room for All the Names of Signers Notarizing multiple signatures on a single document is a common occurrence, especially in scenarios involving contracts, agreements, or other legal paperwork involving multiple parties. Most certificates typically provide ample space for one or two signers. However, what should you do when faced with the challenge of accommodating the names of several signers on a document where space is limited? Assess the Available SpFew readers

• Overcoming Objections: But My Bank Does That

  Discover the Benefits of Using a Notary Public for Your Document Needs: From Flexibility to Expertise, Learn Why Banks Aren't Your Only Option. Remote Online Notarization Services Available Anytime, Anywhere.Few readers

• Verbal Consent for Recording During Virtual Notarization: Why It's Necessary and How to Obtain It

  Verbal Consent As a notary public, you are likely aware of the growing popularity of virtual notarization, which allows you to notarize documents online from anywhere in the world. However, with the convenience of virtual notarization comes the need for added security measures, such as obtaining verbal consent from signers before recording the notarization. Verbal consent is particularly important in states with two-party consent laws, which require all parties being recorded to giveFew readers

• Filling out your BlueNotary profile

  Filling out your BlueNotary profile Login to your BlueNotary account Go to Account Settings Expand BlueNotary Profile Fill out your notary profile Click save Navigating to your Profile This is important to fill out because it will help you stand out and give your profile personality. Be sure to highlight if you have any relevant background that will make you a goodFew readers

• How can I access my Account Settings?

  Account Settings can be reached by clicking on your Name and then Account Settings: How to access Account SettingsFew readers

• Alabama RIN Special Conditions

  Alabama Remote Ink Notarization Although Alabama Notaries are not able to perform traditional Remote Online Notarization, you are still able to perform a version of Remote Notarization that most refer to as RIN (Remote Ink Notarization). Please note that Alabama citizens are still able to have their documents notarized online, albeit from Online Notaries in other states. You will need to followFew readers

• Leveraging Biometrics

  The world of notarization is evolving rapidly, and virtual notaries are becoming increasingly popular. As the digital landscape expands, it is crucial for notary businesses to adapt to new technologies and cater to a broader customer base. One promising avenue to explore is leveraging the use of biometrics, such as facial recognition and fingerprint scanning, to identify customers. By shifting from traditional Knowledge-Based Authentication (KBA) methods to biometrics, virtual notaries can markFew readers

• Maximizing Your Notary Business: The Benefits of House Bill 2329 in Oregon

  House Bill 2329 in Oregon allows notaries to notarize the signature of a principal on documents for the appointment of a person to make decisions concerning disposition of remains and declaration for mental health treatment. Find out how this change can benefit estate planning individuals and create new business opportunities for notaries.Few readers

• BlueNotary Recommended Technical Training (Required for Montana)

  The BlueNotary recommended Technical Training consists of the following: Creating a Digital Signature Watching ALL of the BlueNotary Training Tutorials Available within your Account BlueNotary Training Tutorials Going through Test with a Friend (/en/article/test-with-a-friend-how-to-sFew readers

• Why is BlueNotary asking me to create a password as a signer?

  Account Security: Creating a password adds an extra layer of security to your account. It helps ensure that only authorized individuals can access your account and perform notarizations on your behalf. By requiring a password, the platform aims to protect your personal information and prevent unauthorized access to your account. User Authentication: When you log in to the virtual notarization platform, your password serves as a means of authenticating your identity. This hFew readers

• Leads Section for Notaries

  BlueNotary offers a Leads section that streamlines the process of purchasing and managing leads especially hand-picked for notaries. You can filter leads based on their type. i.e. Law Firms, Lenders, etc. This feature enables you to tailor your lead selection to match your specific business needs andFew readers

• Ensuring Quality Notarizations

  As more and more transactions are conducted virtually, the role of virtual notaries has become increasingly important. One of the key responsibilities of a notary is to ensure the validity and completeness of the document being notarized. One area that notaries must pay particular attention to is the presence of blank spaces within the document. Blank spaces can leave room for fraudulent activity and legal disputes down the line. This is why it is crucial for virtual notaries to go over the docFew readers

• Visual Guide for Downloading Adobe Acrobat R DC + Viewing DC

  The first step to viewing your documents in Adobe Acrobat DC is making sure you have the software. Luckily, this is available to download for free online! Click to download and wait a moment while the installer finishes. You'll be asked to confirm the plug-in as a final step. (https://storage.crisp.chat/users/helpdesk/website/ad6f70f312c99800/screenshot-2-enable-extFew readers

• Fidelity (FNF) Sessions

  Certain sessions, particularly Loan or Home Closings are required to take place under specified parameters. This is seen in FNF (Fidelity National Financial) sessions. If you are a Signing Agent who works with Fidelity clients you will be required to execute your sessions under these parameters. The first step to enabling this is to go to your Manage section and access the FNF (Fidelity) Compliance Checklist. This is a 3 part task list. There is a video showing this below. 1 Read BFew readers

• Little Email Trick

  If you want to use the same email for multiple accounts on BlueNotary, you can input your email like so: This will let you send invitations when doing "Test with a Friend" to your own email for practicing purposes. The same principal applies for businesses adding notaries to their admin account with the same email as the admin. This can be seen as step 5 in theFew readers

Live Sessions & Notarization

• Script For Live Notarization Calls

  The following script was made in reference to standard procedures for online notarization. To reference the specific script for your state please refer to your state laws. We suggest having the scripts for use during your live notarization calls.  — Call Initial Welcome & Acknowledgement — Hello, my name is . I’m a commissioned remote online notary in the state of . I’m authorized to notarize doPopular

• How To Screenshot Using Snip

  How To Screenshot Using Snip Click on the Search screen on your homebar From there, type in Snip. The Snipping tool will pop up as shown. Click on the Snip tool where it will open on your screen. Click on NEW. Then DragFew readers

• Notarizing a Document

  To begin, click Invite Signer button. Fill in the details and date/time for the notarization. You can also upload the document or a template at this stage. The signer will receive an email with instructions about how to start the procFew readers

• Inviting a Signer

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• How to Change Signer Authentication Type (In-Session)

  Here is our guide on how to change signer authentication type after a session has already been created.Few readers

• Non-Foreign Certificate Explained

  Learn about Section 145 of the Internal Revenue Code, which requires Buyers of U.S. real property interests to withhold tax if the Seller is a foreign person. Discover how Sellers can provide a Section 1445 Certification to inform Buyers that withholding tax is not required and when Buyers may be exempt from this requirement. Understand the specific information and requirements that must be included in the certification and the potential consequences for noncompliance. Ensure you understand your obligations and requirements under this provision of the Internal Revenue Code.Few readers

• How to Get to your Journal to check Sessions

  1 How to Open your Journal How to Open Journal 2 How to Enter into Sessions Join & Search Sessions HereFew readers

• In Session Chat Feature: Notary and Signer

  Guide to In Session Chat Login or Signup to your Account. Go to the session. Select the blue chat icon in the bottom right hand corner. Select the Chat With Signer option.Few readers

• Observer Feature

  This is our short guide on how to use the our new Observer Feature This is particularly useful if: You have somebody joining the session who is neither signer nor witness, such as a translator, attorney, etc. You are looking for a way to send somebody not in the session a copy of the document after, but they won't be attendingFew readers

• How to Download your Video Recordings

  Your video recordings are available to download within any Completed Session Page within your JournalFew readers

• How to Drop a Signature for you Signer

  Notary Side Signer Side How it will appear to your SignerFew readers

• How to Archive a Session

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• How to add a Blank Page

  This is useful if you need extra room to place your notarial certificate.Few readers

• Saving ID images within your BlueNotary Session:

  Saving ID images within your BlueNotary Session: As virtual notaries, it is our responsibility to adapt to the ever-evolving needs of the digital world. In some cases, title companies may require notaries to save ID pictures as part of the transaction process. Here is a quick tutorial on how to do this within your BlueNotary notarization session. Communicate with Signers: Clearly communicate with signers about the requirement to save their ID picture. Inform them of the purpose, reassureFew readers

• How to Download Notarized Documents as a Notary

  As a Notary 1 As a notary, you can download completed notarized documents in the Journal Session section. First, you will navigate to your Journal Then, you will need to click the dropdown arrow How to Check your Journal and Open a Journal Entry 2 Click the the "Signed Documents" section to disFew readers

• How to Delay Session Invitation

  BlueNotary offers the ability for you to delay a session invitation so you can Pre-Tag your documents first or for whatever reason you might have. Select this in your Invite Flow Set Session to "Send Session Invite after Pre-Tagging" InvitatioFew readers

ID Proofing, KBA, & Biometrics

• Choosing when to require the identity Authentication (KBA or Biometrics) flow

  Auth Mode Selection We offer 2 options for running Identity Authentication (Knowledge-based authentication or Biometrics + ID analysis) for signers: In Session Auth Flow - this flow allows signer to enter the live meeting first. Then, if required, the signer will be able to complete KBA/Biometrics+ID in the live session. Skip Auth Flow - this allows to skip the KBA/Biometrics+ID process completely. *Please only use this if you are certain of your local laws.Some readers

• How to Authenticate Signers on the Same Device

  Here is how you can set a session up to authenticate multiple signers on the same device. This is done after a session is created.Few readers

• Option to Skip Signer KBA+ID

  To Skip Signer KBA+ID, first go to Invite a Signer page. There you'll see an option that looks like this: Skip Flow Selecting this option will bypass the need for the signer to complete KBA questions and submit photo ID. The signer view will remain virtually the same - just without the KBA and ID steps.Few readers

• Two-factor authentication (2FA)

  Two-factor authentication adds an extra layer of security by requiring two different types of verification before granting access to an account, combining multiple authentication methods to create a more robust security system that provides greater peace of mind. This is a requirement for certain account types, for example, those associated with any FNF (Fidelity National Financial) transaction.Few readers

GNW Open Calls

• Open Calls

  For Pro Hybrid plan users, you will be able to pick up open calls that come in from BlueNotary sourced leads. Open calls are first come, first serve. Open calls will appear automatically on the Dashboard. An email alert will also be sent out. You can pick up the Open Call through your dashboard Pick up Open Calls when available herePopular

• BlueNotary Open Call Testing

  BlueNotary holds any notaries working in our Open Call program to meet a certain standard out respect for our signing customers and clients. In order to participate in BlueNotary Open Calls you will be required to pass the BlueNotary Open Call Test. You will have multiple attempts to go through the process, but this is not indefinite. Here is the Testing Flow Step 1 - Pass the first on your first attempt and proceed into the Open Call Program Step 2 - If you Fail the test, youPopular

• Witness Open Call: What to Expect

  BlueNotary offers a hassle-free process for notaries to act as witnesses during signings. By utilizing their pre-vetted pool of notaries as the witness pool, the platform eliminates the need for notaries to coordinate with third-party witnesses. This eliminates much of the legwork that might be involved in finding an available witness, making the process simpler and more convenient. (https://storage.crisp.chat/users/helpdesk/website/ad6f70f312cFew readers

• Quit Claim Deed Explained

  Quit Claim Deed Explained Katie Tremulis A quitclaim deed is a legal document used to transfer ownership interest in real property, also known as real estate, from one party to another. Unlike a warranty deed or a grant deed, a quitclaim deed does not make any promises or guarantees about the title to the property being transferred. As a notary, it is important to understand the basic components of a quitFew readers

• ALTA Explained

  ALTA EXPLAINED ALTA settlement statements may appear confusing at first, but don’t worry, they are much simpler than they appear. Alta settlement statements are specifically designed to organize the property selling process. It has a breakdown of costs and columns for both the buyer and seller. While this document doesn't typically need to be notarized, you will still be expected to make sure that it is properly filled out. (https://storage.crisp.chat/users/helpdesk/website/ad6f70Few readers

Billing Preferences

• Notary Fee Schedule

  Updated December 30, 2023 GNW Signings: Notarization first seal - $5 (fee to cover the cost for KBA + ID processing/ Video Storage) Additional seals - $0 Additional signer - $4 Authenticated Witness - $4 Witness as a Service (using BN network) - $10 Closings/Loan Closings/Estate Plannings: Closing by Invitation - $25 (Popular

• Invoice the client on your own/outside of BlueNotary

  Notary Pro users have the ability to invoice their clients directly instead of using the BlueNotary billing structure. On the Invite Signer page, simply click the checkbox so that you can send billing invoice separately outside of BlueNotary. We will charge the signer nothing. Invoice the Client on my Own BlueNotary will charge any fees to you by way of pre-authorization ofPopular

• Invoices: Creating and sending payment invoices via BlueNotary

  It's important to note that there are 2 primary invoicing methods on BlueNotary. The first method is Traditional BlueNotary Invoicing. This is the only method available to free members and the default method for Pro-Hybrid members unless they select to "Invoice the client on your own" during the invitation process. ISome readers

• Adding Session Custom Fees

  Pro Hybrid Feature In a live session, you'll be able to add or modify any custom fee. Click the "3 dots" then "Add Custom Charge" The signer will get a confirmation request on their end to approve the additional charges. Add your Custom ChargeFew readers

Multiple Signers

• How does multi-signer session work from Notary View?

  If you have a need for a secondary signer, you can easily add them to your session. When creating the session invitation, click the Add Multiple Signers box. Then add the email address of the secondary signer(s). Add a Second Signer Secondary signer(s) must pass perform required ID + KBA or Biometrics (unless you have chosen to SKIP KBAID) analysis using their own separate device andFew readers

Loan Signing Agents

• LSA Approval Process for Loan Signing Open Calls

  Points required for screening in order to get approved to service BlueNotary clients: The LSA Certification which comes from the BlueMastermind: Transformative RON + Loan Signing Agent Training & Certification or similar certifications reviewed on a case by case basis.  NNA Background check.  Upload proof of LSA Certification. Proof of Insurance and Bond of $100k E&O.  Write a statement outlining yoPopular

• LSA Open Call Guide

  General Terms BlueNotary subcontracts with loan signing agents at will to service various contracted lenders, title agencies, and associates. Qualifications Several loan closing types will be serviced: HELOC, refinance, etc. In order to apply for LSA Open Calls, you should be familiar with most common types with at least 100 closings completed. In addition, you'll need experience working with RON (either LS or GNW) at least 50 sessions. For full details of requiSome readers

Witnesses

• Adding a Witness

  To see a pictorial Guide, keep scrolling, otherwise watch the video below down below. In some sessions, a witness other than the notary is required. To add a witness, Find and click the 3 buttons in a row next to "Save & Exit" How to Add a Witness You will be presented with 3 options: Invite a witness from the BlueNotFew readers

Ledger

• What is BlueNotary's Ledger feature?

  BlueNotary’s Ledger is designed to help notaries on the Pro plan easily track their earnings, expenses, and taxes, making bookkeeping effortless and tax season stress-free. What is Ledger? ✅ A digital tool for notaries to track income, expenses, and tax obligations. ✅ Helps estimate taxes and manage financial records efficiently. ✅ Provides downloadable reports for tax filing and accounting. Ledger Dashboard (https://storage.crisp.chat/users/helpdesk/websitFew readers

• Maximizing Efficiency and Savings: Mileage Tracking for Notaries with Ledger

  What is Mileage Tracking? Mileage tracking is the process of recording the miles you drive for business purposes. It helps professionals, including notaries, manage travel expenses, qualify for tax deductions, and get reimbursed for business-related trips. Properly tracking mileage ensures that notaries can maximize their financial benefits while maintaining accurate records. Why is Mileage Tracking Important for Notaries? As a notary, you likely travel frequently to meet clientsFew readers

• Understanding Notarial Act Tax Exemption Tracking with Ledger

  What is Notarial Act Tax Exemption Tracking? Notarial Act Tax Exemption Tracking refers to the process of recording and managing exemptions from taxation on notarial acts. In many states, notarial services are exempt from certain taxes, but proper documentation is required to ensure compliance and avoid unnecessary tax burdens. Keeping track of these exemptions can help notaries manage their finances more efficiently and ensure they are not overpaying on taxes.— Why is Tax ExemptionFew readers

• Step-by-Step Guide: How to File Taxes for Beginners with Ledger

  BlueNotary’s Ledger feature makes it easy for notaries to stay organized year-round. This guide will walk you through the process step-by-step. Step 1: Gather Your Documents Before you start filing, make sure you have all the necessary paperwork. Here’s what you may need: Personal Information: Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN). Income Documents: W-2s (for employees), 1099s (for freelancers or self-employed individuals).Few readers

• Tax Calculator

  Understanding the Tax Calculator A tax calculator is an essential tool designed to help individuals and businesses estimate their tax liabilities. It simplifies the process of calculating taxes owed by using specific information, such as income, deductions, and applicable tax rates. Whether you're filing for personal income tax, business taxes, or sales tax, a tax calculator can help ensure you’re on the right track. How Does a Tax Calculator Work? Tax calculators use a set of predFew readers

• Required Forms with Ledger

  Filing taxes as a notary public or loan signing agent requires gathering specific documents to ensure compliance and maximize deductions. Whether you are an independent contractor or own a business, having the right paperwork is crucial. Here’s a breakdown of the most important tax documents you’ll need and how BlueNotary’s Ledger can help streamline the process. Personal and Business Identification Documents Before you start, ensure you have: Social SeFew readers

• Payment Deadlines with Ledger

  Staying on top of tax deadlines is crucial for notaries and loan signing agents to avoid penalties and keep their finances in check. By gathering the right documents and utilizing tools like BlueNotary Ledger, you can simplify your tax filing process and maximize deductions. 📅 Key Tax Payment Deadlines for Notaries in 2024 Quarterly Estimated Tax Payments (Form 1040-ES) Since most notaries are self-employed, they must pay estimated taxes quarterly to avoid IRS penalties: April 15, 202Few readers

• Loose Leaf / Short Form / Notary Certificate Examples

  These are also known as and Short Form Certificates as well as Notarial Certificates. These can be uploaded in your account settings under the Certificates & Files tab in .png, .jpg, and .jpeg format. To apply in a session, you can add an extra blank page if there is not enough room and then add the appropriate Notary Certificate. Here is a recent list of some Notary CPopular

• MISMO & FNF Toggles

  Introduction of MISMO and FNF compliance toggles. This new functionality offers users the flexibility to adapt to specific industry standards, these are primarily for professionals in the real estate and mortgage sectors.Some readers

• How to Pick-up an Open Call

  To pick up the call, first confirm the details of the session using the dropdown button on the left side of the call item. You will be able to review the document and scheduled time to decide it is agreeable for pick up. To pick up the call, first confiSome readers

• Session by Invitation

  Invitation refers to clients that the notary would be inviting and sourcing themselves. You are able to send invitations by Billing through BlueNotary, Invoicing Outside of BlueNotary, or in our Test with a Friend FeatureFew readers

• How to Allow Pop-Ups

  You will need to enable pop-ups to do a variety of tasks on BlueNotary like connecting your Payouts and Retrieving your Document after a Session Here is a Step-by-Step Guide for how to do this on Google Chrome: 1 Click on the three dots in your upper right and then click "Settings" How to Open Settings 2 CFew readers

• Everything you Need to Know about Digital Certificates for your SOS

  With new technology come new learnings. Here we talk about your digital certificates. You may need a copy of your digital certificate in order to submit to your SOS in order to get started and onboarded. 

 There may be a bit of confusion around this as your Digital Certificate is not an easily viewable document. In fact, it is not a document at all. Your Digital Certificate is automatically encrypted into every document that is exporteFew readers

• IPEN (In-Person Electronic Notarization Guide)

  IPEN stands for in-person electronic notarizations, which are notarizations conducted in-person. This means that the signer must be physically present with the Notary at the time of the notarization. However, the documents are presented in a digital format and signed using an electronic signature, while the Notary applies an electronic seal and signature to complete the notarization process. This whole process can take place on one accounFew readers

• Upload Custom Document to Simulator

  Go to Session Simulator and find the Upload Custom Document button next to Complete button. You can use this to upload any document - including your application for SOS. You can drop your seal and then hit Complete session. This will automatically output a file for your SOS that includes digital signing certificate. You can download the file and seFew readers

• How to Create your New York/Nevada/Kentucky Exemplar Document / Montana SOS Document

  You can navigate to your dashboard to locate the New York/Nevada/Kentucky Exemplar Document : Illinois/Maine/Montana SOS Document Generator Here is a still image of where this can be located How to Find a Create your NY Exemplar DocumentFew readers

• How do I connect my Payouts?

  This section can be accessed from your Account Settings Payouts Button. Please see the photo attached: How to Navigate to Payouts Account Settings can be reached by clicking on your Name and then Account Settings: Account Settings Having issues connecting to PayoutFew readers

• My Session Link - How Does It Work?

  "My Session Link" is your personal link to offer your clients as a way for them to create a new session with you. This tool is located in your account settings and you are even able to schedule your own times of availability. We recommend posting this on your website or social media. 👍Few readers

• Uploading a Custom Document Mid-Session (Notary)

  Custom/Additional Document Upload Go to Journal and then enter your Session (usually by clicking pre-tag) and find the Upload Custom Document button next to Complete button. You can use this to upload any document. After you finish notarizing this clients document, you can drop your seal and then hit Complete session. This will automatically output a file for your customer. You can download the file immediFew readers

• Signer Invite Links

  Signer Link / Individual Invite Links This can be useful for: Sending their link in a text Sending their link in an email if they are having trouble logging in from the browser that auto-populates from their email Here is a video guide on how to navigate to these links: Journal Unique Signer Link Location (https://storage.crisp.Few readers

• How to Check & Save an ID MidSession

  It may be required of your usecase to save an ID (drivers license, passport, etc) for a client. Here's how:Few readers

• What to do if audio/video quality is inadequate? (as a notary)

  What to do if your Screen Looks like this: There are a few things that can cause your Audio & Video check to not connect. Usually they will pertain to either your browser settings or system settinFew readers

• Security Program Management Policy

  Security Program Management Policy Information Security Program Management Policy BlueNotary Information Security Program Management Policy Document Owner Effective Date Version 1.0 Document Approver 01 Overview and Scope 01.01 Overview In accordance with mandated organizational security requirements set forth and approved by management, BlueNotary has established a formal Information Security Program Management Policy and Procedures. This comprehensive Policy is implemented immediately along wiFew readers

• Notary Hotkeys

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