Proof

Business Academy Training for In-House Notaries

Proof offers a comprehensive Business Academy Training program specifically designed for in-house notaries using its platform, featuring various supplements on API, data privacy, digital certificates, real estate, and partner terms, alongside the launch of a portable digital identity solution for banks.

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General Info

Training for all Proof platform users

Training for In-House Notaries

Training for all Proof platform users

API Supplement Data Privacy Supplement Digital Certificate Supplement In-House Notary Supplement Link Supplement Notary User Supplement Real Estate Supplement Subscriber Supplement U.S. Postal Service Form 1583 Supplement

Partner Terms

Affiliate Partner Terms Referral Partner Terms

setup and Training for

In-house notaries

This section provides a high-level overview of how to join your company’s Notarize account as a member of their in-house notary team. We discuss how you’re added to the account, what it takes to build your account, and the approval process required before you can complete notarizations on the Notarize platform.

How to add a notary to your account

Resources:

In-house notaries must be added to the Notarize platform by account administrators. This video provides step-by-step guidance to help you get started.

Notarize Academy | Adding Team Members

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How to build your notary profile

Once added to a Notarize account, the notary will receive an email inviting them to create their notary profile. This profile will capture your online notarization commission, errors and omissions insurance, and additional state-required documentation.

Each notary will also need to purchase a digital certificate through our partners at IdenTrust. This digital certificate is your electronic credential, and is used to digitally tamper seal notarized documents. Notarize does not accept digital certificates issued by other vendors.

Resources:

Watch the video to see this onboarding process in greater detail.

Notarize Academy | Completing Your In-House Notary Profile

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How to submit your notary profile for review and approval

When ready, you should submit your notary profile for final review by our Notary Onboarding Team. The current turnaround time for review is 1-2 business days, and during this time, notaries will not be able to access the platform.

Once approved, the notary will receive an email notification from our Notary Onboarding Team informing them that they have completed their notary profile and are ready to conduct online notarizations!

‍ Please note: To ensure compliance on our platform, subsequent changes to your notary profile may trigger an additional review by our team. You can see a list of review trigger events here.

Notarize Academy | In-House Notary Profile Review & Approval

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How to complete our platform training

Once you submit your profile for review, you’ll receive an email from our Notary Onboarding Team that will contain a link to our In-House Notary training platform, Knowledge@Notarize. This training can be completed while you wait for your notary profile to be approved.Watch this video for an overview of our platform training.

Notarize Academy | An Introduction to Knowledge@Notarize

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How to use "Personally known to notary"

See how the "Personally Known to Notary" feature allows notaries to bypass certain steps in the identity verification process, greatly reducing the pre-meeting time for your signers.

Resources:

Notarize Academy | Personally Known to Notary

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Notarize's "Overflow" feature and using on-demand notaries

Notarize's "Overflow" allows your business to use our on-demand network of notaries as backup when your in-house notaries are unavailable.

This will ensure that no call goes unanswered and all documents are completed in a timely and efficient manner.

Resources:

Notarize Academy | Overflow Using On-Demand Notaries

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2:32