The notary is required to set up their account on the Notarize Platform.
Once the notary sets up their account the information will need to be approved by an admin before the first notarization.
Any changes to the setting page need to completed at the end of the notary's shift! This will allow for an admin to approve changes made to the notary's settings.
The notary will need to have the following to set up their account:
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Traditional commission expiration
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E-notary commission effective date
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E-notary commission expiration date
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Commission Registration Number
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The signing digital certificate
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E&O insurance provider
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E&O insurance policy number
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E&O insurance expiration date
Find your email to set up your account.
Click on the green link to start the process.
Set your password. Password will need to have 1 capital letter and 1 letter and at least 8 characters.
Next, populate your commission information.
The notary setting is broken into four sections:
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Notary Commission Details
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Features
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Insurance & Other Details
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Signature Details
Notary Commission Details
Notary Profile ID = account number for the notary - cannot be changed
Email = the email that was used to set up the notary's account - can be changed
Name as commissioned = the notary's name as it appears on their commission if commissioned with middle name add to first name example... the first name includes Melinda Jane
Commission Number = the notary's registration number as it appears on their commission
Confirm Commission Number = enter notary's registration to confirm
Online Commission Effective Date = enter the date that the notary received email or certificate from their state
Online Commission Expiry Date = enter the date that the notary's online commission expires
Traditional Commission Expiry Date = enter the date that the notary's traditional commission expires
Commission State = commission state chosen on account creation - cannot be changed
County = county that the notary is located completing notarization - change as the notary travels within the state
Features
All these features are entered at the admin level and cannot be changed by the notary.
Insurance & Other Details
E&O Insurer = the company insuring the E&O insurance
Policy Number = the policy number for the E&O insurance
Policy Expiry Date = the policy expiration date for the E&O insurance
Bond Amount (if applicable) = enter the amount of bond required for the notary's state (leave blank if not required for your state)
Bond Expiry Date (if applicable) = the date of the bond's expiration date (leave blank if not required for your state)
Background Check Expiry Date = enter the date of NNA Background Check expiration valid only for one year (example...if the background was completed on 1/25/2020 enter 1/24/2021 for expiration date)
NNA Training Expiry Date = enter the date of NNA NSA Training expiration valid only for one year (example...if the training was completed on 1/25/2020 enter 1/24/2021 for expiration date)
Digital Certificate = upload the digital certificate. Enter the Identrust password. The date will be updated.
Signature Details
Signature = the notary will need to create a handwritten signature to be in compliance with notary law
Initials = the notary will need to create a handwritten initial to be in compliance with notary law
Seal = the notary's seal that is provided by Notarize
Final Step: Send a screenshot of this page once completed to training-notary@notarize.com