Service User Training Demo Resources

Let the Journey Begin!

We’re absolutely thrilled to welcome you as one of our valued partners! This onboarding guide has been thoughtfully designed to help you get started and feel right at home with NotaryCam.

Inside, you’ll find:

• A comprehensive overview of our NotaryCam training resource videos.
• Tips and best practices to set you up for success.

Our goal is to support you every step of the way and ensure a smooth transition into this exciting new partnership. Let’s embark on this journey together—let’s get started!

Below you will find a comprehensive demonstration designed to make you an expert. Choose a module to review and take full advantage of these learning opportunities!

Service Ingest Form

Submitting notarization requests with NotaryCam is simple and efficient. Users complete an order form with essential details, including:

• Signer information
• Property address
• Underwriter details
• Signing dates
• Emergency contacts
• Document uploads

Once submitted, the operations team assigns a notary and sends confirmation emails to all parties. Participants receive clear instructions before the meeting to ensure a seamless experience. For assistance, support contact details are provided on the confirmation page.

Enterprise Dashboard

The NotaryCam Enterprise Dashboard streamlines transaction management with tools for:

• Downloading, tracking, and organizing documents
• Using personalized logins and advanced search filters to sort by status, lock date, or transaction details
• Accessing completed transactions with downloadable documents and quality assurance request options

Archived transactions help keep the dashboard organized, while hidden transactions remain accessible for review or recovery. Each transaction includes signer details, status updates, and associated files. For assistance with the dashboard or document processing, the Customer Success Team is ready to help.

Admin Training

The NotaryCam Management System simplifies administrative tasks, enabling you to:

• Manage transactions, user roles, and workflows
• Create and oversee user accounts
• Assign roles and customize departments with guidance from the Customer Success Team

Admins can also review transaction details, access recordings and invoices, and download audit trails containing key data, such as e-sign consents and annotations. Training resources tailored to your role will be available soon. For support, please contact the Customer Success Team.