Business Academy Training for Proof Platform Users
The Business Academy Training for Proof Platform Users offers comprehensive resources and interactive demos covering the notarization workflow, business account setup—including user management, payment settings, co-branding, multi-factor authentication, and single sign-on—and instructions on sending notarization requests to help users effectively utilize the Notarize platform.
Training for All Proof Platform Users
How Does Notarize Work?
Resources:
- Interactive Demo: The Notarize Experience
- How does Notarize work?
- Contacting Notarize Support and Hours of Operation
This section provides a high-level workflow overview of the notarization process.
How to Set Up Your Business Account
Resources:
- Configure Your Account Settings
- Add a New User
- Define your Payment Settings
- How to Use "Notary Notes"
- How to Co-Brand Your Account
- How to Enable Multi-Factor for Transactions
- How to Enable Multi-Factor for Users
- How to Enable Single Sign-On (SSO)
How to Send a Notarization Request
Resources:
- Interactive Demo: Create a New Transaction
- How to Send Your First Transaction
- Set Document Requirements
- Transaction Statuses, Explained
- How to Set Up Multi-Signer Transactions
- How to Send a Reminder to Your Signer
Learn how to create and send a notarization request to your signer.
Your Signer’s Experience with Notarize
Resources you can share with signers:
- Interactive Demo: The Signer Experience
- Step-by-step Notarization Process for Your Customers
- The Signer Checklist
This section covers what it's like for your customers to use Notarize, from receiving the email invitation to meeting with an online notary.
How to Send a Proof Transaction
Resources:
- Interactive Demo: How to Send Proof Transaction
- How to Create a Proof Transaction
- What is a Proof Transaction?
Your Signer's Experience with Proof
Resources:
How to Manage Completed Documents
Resources:
- Interactive Demo: Review Completed Transactions
- How to Search for a Transaction
- How to Download a Completed Document
- How to Access and Download an Audit Trail
Learn how to access and download completed documents and view transaction summary details.
How to Automate Your Workflows with No Development Resources
Resources:
- Interactive Demo: Easylink Tutorial
- How to Create and Share EasyLinks
- Configuring EasyLinks Settings
- How do I create a template?
- What is template matching?
- How to create a document using a template or template matching?
Frequently Asked Questions
Resources:
- Where can I find Notarize’s tax forms and information?
- What documents can be notarized on the platform?
- Where can documents notarized on the platform be legally used?
- What are Notarize’s hours of operation?
- How do I request a Spanish speaking notary?
- What are the acceptable forms of ID for online notarization?
- Can my signer use a mobile device for online notarization?
- How does a signer grant Notarize access to their camera and location in their browser?
- What if my document requires multiple signers?
- What if my document requires a witness?
- How do I cancel a transaction?
- What are some best practices for leveraging Notarize?
- What is a Proof Transaction?
- What is AL2 Compliant Identity Verification?
If you still have questions, search for answers in the Help Center or contact support at support@notarize.com.
Incident Priority and Support Response
Priority Levels and Conditions
- Level 1: Critical Business Impact. The incident seriously affects the functionality of the services and cannot be circumvented such that most of the significant functionality is unavailable.
- Level 2: Significant Business Impact. The incident partially affects functionality, but can be circumvented so that most significant functionality is available.
- Level 3: Minimal Business Impact. The incident can be circumvented and has only slight inconvenience or insignificant effect on usability.
Conditions for Closure of Help-Desk Ticket
- Level 1: Closed when an incident resolution has been fully implemented.
- Level 2: Closed when an incident resolution has been fully implemented.
- Level 3: Closed when either (i) an incident resolution has been fully implemented, or (ii) 10 business days have elapsed since Proof’s communication of the information that Proof reasonably believes will resolve the incident (communicated by email to the subscriber’s designated contact), and the subscriber has not responded. The incident can be reopened later if not resolved.
On-Demand Notary Availability Downtime (per calendar month)
| Cumulative Downtime (minutes) | On-Demand Notary Downtime Credit |
|---|---|
| Up to 240 | No credit |
| 241-360 | 1% |
| 361-480 | 3% |
| 481-600 | 5% |
| 601 or greater | 7% |
Platform Availability Percentage (per calendar month)
| Platform Availability | Platform Downtime Credit |
|---|---|
| 99.9% or higher | No credit |
| 97% - 99.9% | 1% |
| 95% - 97% | 3% |
| 93% - 95% | 5% |
| Below 93% | 7% |
Incident Priority Response Times
| Incident Priority | Acknowledgement Time (Business Hours) | Provision of Incident Resolution or Interim Process | If Interim Process Provided, Max Timeframe for Resolution |
|---|---|---|---|
| Level 1 | 1 hour | 8 hours | 36 hours |
| Level 2 | 4 hours | 24 hours | 5 days |