NotaryCentral Logo
NotaryCentral

Streamlining Operations / Onboarding

User-Friendly Onboarding

A practical onboarding hub to help you complete setup quickly and confidently.

Updated March 1, 20261 min read

RON Quick Setup

Credential readiness

Start by confirming your digital certificate and e-seal are ready so your first remote notarization can launch without delays.

Payment workflow options

Decide whether you'll collect payment during booking or after completion, then align your settings with that workflow.

Capabilities covered

  • Upload your digital certificate so your signed documents validate correctly.
  • Configure your electronic notary seal to match your commission details.
  • Set your notary stamp placement and defaults for common document layouts.
  • Enable mandatory video recording and retention settings for compliance.
  • Turn on confirmation emails so signers receive next steps automatically.
  • Connect Stripe to accept online card payments for remote sessions.
  • Enable debit card acceptance if you want broader payment coverage.

Journal Quick Setup

  • Configuration guidance

    Choose when thumbprints are required so your workflow matches your state rules and service types.

  • Configuration guidance

    Set signer signature capture options for consistency across in-person and digital sessions.

  • Configuration guidance

    Define when ID numbers are captured to keep entries complete without collecting unnecessary details.

Capabilities covered

  • Personalize journal defaults such as venue, notarization type, and common notes.
  • Complete a mock entry to verify required fields and signer prompts are working.
  • Create your first live journal entry to confirm your production workflow is ready.

Business Suite Quick Setup

Witness network preferences

Set your preferred witness sourcing approach before going live so each transaction follows a consistent process.

If your state or document type requires witnesses, decide whether you'll provide them, let the signer provide them, or support both options.

Capabilities covered

  • Access the web app and confirm your profile, service area, and availability basics.
  • Sign in to the mobile app so field updates and appointment actions stay in sync.
  • Customize email templates to reflect your tone, instructions, and brand details.
  • Configure your booking form with required signer information and service selections.
  • Set appointment defaults for duration, buffers, and reminders to reduce scheduling friction.
  • Review invoice settings so fees, taxes, and payment terms are clearly defined.