Information, tips, and best practices for using the Notarize Knowledge Base. Learn how to use the Knowledge Base (KB) to your advantage!
🎯Primary Audience: Notaries
Need to Know
For help accessing the Knowledge Base, see Notary Access to Knowledge Base Articles.
Click a topic below to jump to that section:
Users & Permissions | Audience & Layout | Searching vs. Browsing
Users & Permissions
Here's a breakdown of notary permissions in the Notarize Knowledge Base:
- All Notaries: You! Only notaries registered with Notarize and Notarize employees can view this content.
- Notaries by State: As an active notary on the Notarize platform, you have access to guidelines for the state in which they are commissioned.
Audience & Layout
Every article has (or will have) the audience called out at the top, as this one does:
- 🎯 Primary Audience: Used to distinguish the target audience from secondary audiences
Example: The primary audience for How to set up your Camera, Microphone, and Speakers is Signers, so the article is written in a way that is geared toward signers. However, being familiar with this content as a notary could be very helpful during a session.
The vision for the knowledge base is that each "Category" (the blue boxes on the home page) will serve the target audience as described below. You can self-serve by navigating and searching all available content throughout the knowledge base.
Searching vs. Browsing
Search is the best method to find specific information quickly. Use search when you know what you're looking for and need to find it fast. Browsing the categories is helpful when you are simply trying to learn more and are not currently in a meeting.
The best way to find information is by using the search feature. Searching returns results found in article titles, text, and labels. (Labels are manually assigned to each article and used to improve keyword search and tag internal topics).
If you don't find what you're looking for immediately using search, try different options in punctuation. For example: "PS 1583" and then "PS-1583". Note: Capitalization does not affect the search results.
Using different tenses of the same word typically gives you the same results but not necessarily in the same order. For example, "answer" and "answering" both bring up 99 results - but the articles are in a different order on the results page.
Select any category from the left-hand By Category column to refine search results:
The articles are logically structured so that browsing can be helpful for general learning.
You are encouraged to browse content in other categories to learn more about how Notarize works from our customers' perspective!
Still have questions you can't find answers to? Click the chat icon in the corner of your screen to start a chat, email us at firstname.lastname@example.org!
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