Preparing for Notary session

Daria Serebriakova

November 07, 2022 12:22
Updated

Availability: Business* and Enterprise plans

* - feature is available on the Business plan as a paid add-on.

To add PandaDoc Notary to your account, please reach out to your Account Manager or request a demo here.

How to Navigate to Notary Dashboard

Learn more here about notarizing documents.

As soon as Notary has been provisioned to your account, you will have the navigation panel on the Home page. At the top right click the dial pad icon and select Notary from the dropdown. After that, you will be switched to Notary. Both Upcoming sessions and the Notary journal can be found in the Home and Sessions tabs.

How to Prepare your first Live Session

Scheduling a live session

Note:

You can upload your file while scheduling a section or prepare a document beforehand in PandaDoc.

From the Notary dashboard, you can initiate a session by clicking New Session at the top right or Create button.

From here, you can drag and drop a file or select one of the existing documents.

How to create a document in PandaDoc

Click on the dial pad and switch to PandaDoc. Then, open the Home page or your document list, click New Document/Create and select:

Blank template — allows you to start from scratch in the PandaDoc editor. You can also select one of your pre-made templates.
Local file under Upload (see formats and limitations below) — allows you to upload your files or convert a .docx file into an editable PandaDoc. You can also simply drag and drop your file.
You can mix and match both options inside the document later.

Learn more about document creation here.

Next, you can identify your participants. Click on Continue once done. After that, you can make changes to your document (add a stamp, edit text blocks, etc) > Continue.

Learn more about document design here.

Note:

Files are uploaded as non-editable documents. You can add fields or blocks to the document.

To schedule the session, select date, time, and time zone > enter a custom message to your signers (optional) > select Continue. You can also tick Start session now if you would like to initiate the session right away.

Click Join session now and you will be taken to the live session. From here, you will await your signer(s). They have now received an email to join you live in the session. Select Close if you'd like to get back to Upcoming sessions.