To help notaries get up and running quickly, NotaryCentral provides three Quick Setup checklists. These interactive wizards guide you through setting up your digital credentials, customizing journal fields, and configuring booking preferences.
Business Suite Quick Setup (/search/settings/business-suite-quick-setup)
This checklist helps you configure the core features of the Business Management Suite to organize your signings, invoicing, and client interactions:
- Accessing web & mobile apps — Verify your profile is accessible on all device formats.
- Email templates & booking forms — Standardize communication templates and set up your public-facing intake portal.
- Appointment defaults & invoices — Define your billing settings, default durations, layout, and automatic invoicing rules.
- Workspace collaboration — Set up team permissions if collaborating with multiple notaries.
- Witness Network — Toggle your interest in receiving witness requests from other notaries.
RON Quick Setup (/search/settings/ron-quick-setup)
If you are performing Remote Online Notarization, this guide walks you through essential compliance and tooling steps:
- Digital credentials — Secure your state-approved digital certificate, notary seal, and stamp.
- Video ID enforcement — Require signers to keep cameras on during identity verification for fraud prevention.
- Auto-send confirmations — Automate sending email confirmations to signers upon scheduling.
- RON Checklist preferences — Enable/disable checklist tracking items like notarial acts or oaths.
- Payments setup — Connect Stripe Connect to charge signers and set up debit credentials for NotaryCentral platform fees.
Journal Quick Setup (/search/settings/journal-quick-setup)
Configure your electronic notary journal to meet state compliance and record-keeping requirements:
- Journal personalization — Choose whether your signing flows require thumbprint scans, signer signature captures, and ID number record keeping.
- Mock journal entry — Complete a practice run through the electronic journal to familiarize yourself with the fields before a live session.