Once you've logged in, you can immediately begin sending transactions and collecting notarizations. Here are a few best practices to set up your account for efficiency:

Update Your Account

Click on your name in the upper right-hand corner of the screen and select account.

  • Review your subscription plan and usage
  • Update your business name and address
  • Upload your company logo

Complete Your Profile

Click on your name in the upper right-hand corner of the screen and select profile.

  • Verify name and email address is correct
  • Update password
  • Add personal details

Update Billing & Payment Information

Click on your name in the upper right-hand corner of the screen and select billing & payment.

  • View subscription plan
  • Update payment
  • Select who pays for the transaction
  • View recent payments

Add Team Members

Click on the resources tab and select team to add team members and admins to your account.

  • Assign team member and admin roles
  • Edit team members
  • Disable team members
  • View transactions based on an individual team member

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