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Creating and Loading Templates
Overview The Template Library allows you to streamline your workflow by pre-tagging...
How to Insert a Blank Page, Jurat, or Acknowledgment
Overview Use Insert Page when a PDF is missing a blank page, a jurat, or an acknowledgment....
How to Tag Documents
Overview Tags mark where each signer or the notary will complete a field on the PDF. You place...
How to Create and Apply Custom Bundle Tags
Add-on or higher-tier featureThis feature may require a higher-tier plan or an add-on. Open a...
The Document Isn’t Appearing or Loading in the PDF Viewer (Troubleshooting)
Overview If a document fails to appear or load in the PDF viewer, the issue is typically related...
How to Use AI Tag
Add-on or higher-tier featureThis feature may require a higher-tier plan or an add-on. Open a...
How to Unlock a Locked Document
Overview After you lock a document in a live Remote Online Notarization (RON) session, you can...
