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How to Add a Document During an Online Notary Session?

Updated over a week ago

Sometimes during a notarization session, you realize that your client needs to add or update a document. Follow these quick steps:

  1. Click the “Manage Documents” button at the top right corner of the document viewer. It will open a pop-up where you can manage the session documents.

  2. To add a document, click the “Upload” button.

  3. To remove a document, click the trash bin next to the document's name. When you delete a document, all notary stamps and an associated notarial certificate (acknowledgment or jurat) will also be deleted automatically. The cost of notarization is automatically updated.

Please note: the session must include at least one document. You can never delete the last document from the session. If you want to replace it, add a new one first, and then remove the old document.

You can also ask your signers to upload the documents themselves. The functionality is available on desktop computers as well as on smartphones.

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