Understanding the Knowledge Base: Notaries

Learn how to use the Knowledge Base (KB) to your advantage. Provided is information, tips, and best practices for using the Notarize Knowledge Base. 

Need to Know

At Notarize, we use Zendesk Guide for our knowledge base. Zendesk is the company we use for ticketing and communicating via chat and email.

For help accessing the knowledge base, see Notary Access to Zendesk Articles.

Click a topic below to jump to that section: 

Users & Permissions | Audience & Layout | Searching vs. Browsing

Users & Permissions 

We have a wide range of end-users consuming Notarize knowledge! Here is a high-level break-down of the Notarize Knowledge Base:   

• All Notaries: You! 
• • Only notaries registered with Notarize and internal staff can view this content. 
    
    
• Notaries by State: Guidelines for the state in which you are commissioned are viewable to you.  

• Notarize Clients: Some articles are only visible to Real Estate and Business customers.
  
  
• Signed-in Users: Includes notaries, signers, recipients - anyone who has created a profile from the knowledge base or a customer/user of Notarize.
  
  
• Everyone: Some content is accessible to anyone. You could come across these articles via links from our website, a blog, or even by searching online - even if you are not logged in to Zendesk.  

Audience & Layout

Audience 

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.

Layout

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. When you know what you’re looking for and you need to find it fast, use search. Browsing the categories is helpful when you are simply trying to learn more and you’re not currently in a meeting.

Search

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:

Browse

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!

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