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