Artikel

How to Choose a Transaction Type (RON, RIN, or IPEN)

Add-on or higher-tier featureRIN and IPEN may require a higher-tier plan or an add-on. Open a...
How to Create a Remote Online Notarization (RON) Transaction

Overview This article walks you through the complete process of setting up a Remote Online...
Scheduling a Transaction and Accessing your Calendar

Overview ProNotary allows you to schedule transactions in advance for better organization and...
How to Use Form Intake and Custom Fields

Overview Custom field templates collect extra information from clients on a transaction. An...
The Difference Between All Transactions, My Transactions and Team Transactions

Overview Your platform provides different transaction views to help you manage and track...
How to Use the Notary Pool Queue

Add-on or higher-tier featureThis feature may require a higher-tier plan or an add-on. Open a...
How to Register a Client on Your Platform

Overview At ProNotary, we make it simple to add new clients to your platform so they can...
Managing Client Invoices and Stripe Integration

Overview The platform integrates directly with Stripe to automate the creation and management...
How to Invoice a Third Party

OverviewUse Invoice a third party when the person who pays is not an assigned client on the...
Step-by-Step Remote Online Notarization (RON) Process

Overview Once you have created the transaction, assigned clients, uploaded documents, and...
Waiting Room, Session Timeout, and Reconnecting

Overview Clients can reach the session before the notary. If you have not joined yet, they...
General Remote Online Notarization Verbal Ceremony Script

Overview Remote Online Notarization requires the notary to clearly confirm the signer’s...
Credible Witnesses, Attorneys-in-Fact and Assessing a Signer's Mental Capacity

Overview This article explains the role of a credible witness, the definition of an...
Completing the Finish Section

Overview The Finish section is required to create the journal entry, finalize notarial...
How to Void and Reopen a Transaction

Add-on or higher-tier featureThis feature may require a higher-tier plan or an add-on. Open a...
How to Access and Export Your Notary Journal

Overview Your Notary Journal contains a detailed log of all notarizations you have performed on...
Reviewing and Downloading Completed Transaction Files

Overview Once a Remote Online Notarization (RON) transaction is completed, you can review all...