{"id":1195,"date":"2025-07-08T13:04:04","date_gmt":"2025-07-08T18:04:04","guid":{"rendered":"https:\/\/pronotary.com\/blog\/?p=1195"},"modified":"2026-03-11T11:59:04","modified_gmt":"2026-03-11T16:59:04","slug":"your-step-by-step-guide-to-remote-online-notarization-with-pronotary","status":"publish","type":"post","link":"https:\/\/pronotary.com\/blog\/your-step-by-step-guide-to-remote-online-notarization-with-pronotary\/","title":{"rendered":"Your Step-by-Step Guide to Remote Online Notarization with ProNotary"},"content":{"rendered":"<article>\n<p>\n        Remote Online Notarization (RON) can feel overwhelming at first\u2014for both notaries and signers\u2014but with the right tools and a clear process, it quickly becomes a smooth, streamlined experience. At ProNotary, we\u2019re committed to helping notaries deliver professional, compliant, and consistent digital notarizations every time.\n    <\/p>\n<p>\n        If you\u2019re new to ProNotary or considering joining, here\u2019s a clear walkthrough of what the typical RON workflow looks like from the notary or business perspective.\n    <\/p>\n<h3>Step 1: Receive the Notarization Request<\/h3>\n<p>\n        The process usually begins when a signer reaches out\u2014often through your Google Business listing, website, or a referral\u2014requesting a document to be notarized. Common document types include:\n    <\/p>\n<ul>\n<li>Parental consent forms<\/li>\n<li>Power of attorney<\/li>\n<li>Legal affidavits<\/li>\n<\/ul>\n<p>\n        The signer sends the document to you, and you take it from there.\n    <\/p>\n<h3>Step 2: Upload and Tag the Document<\/h3>\n<p>Once you receive the document:<\/p>\n<ul>\n<li>Upload it to your ProNotary dashboard<\/li>\n<li>Pre-tag it by indicating where the signer(s) and you (the notary) will sign<\/li>\n<\/ul>\n<p><strong>Important:<\/strong> The signature areas and notary block must be blank when submitted. You will complete them with compliant information during the session based on your state\u2019s requirements.<\/p>\n<h3>Step 3: Create the Signing Invitation<\/h3>\n<p>\n        Using the signer\u2019s name and email, create a new session:\n    <\/p>\n<ul>\n<li>Set the date and time for the appointment<\/li>\n<li>Toggle on email invitation delivery<\/li>\n<li>Customize the email to explain what the signer should expect<\/li>\n<\/ul>\n<p><strong>Tip:<\/strong> Many signers have never used remote online notarization before. A simple explanation in the email can significantly reduce confusion and improve attendance.<\/p>\n<h3>Step 4: Conducting the Session on the Scheduled Day<\/h3>\n<p>Log into your ProNotary dashboard a few minutes before the appointment.<\/p>\n<p>When the signer joins:<\/p>\n<ul>\n<li>The document will already be pre-tagged and ready<\/li>\n<li>The signer will complete identity verification before entering the session<\/li>\n<\/ul>\n<p>Once you\u2019re both in the virtual room:<\/p>\n<ul>\n<li>Greet the signer professionally<\/li>\n<li>Follow your state&#8217;s required notarial script<\/li>\n<li>Confirm identity, willingness to sign, and understanding of the document<\/li>\n<li>Verify their ID visually in the \u201cManage Credentials\u201d tab<\/li>\n<li>Toggle \u201cBegin Signing\u201d under \u201cManage Signers\u201d to allow them to sign<\/li>\n<\/ul>\n<h3>Step 5: Record the Notarization<\/h3>\n<p>This is a critical compliance requirement:<\/p>\n<ul>\n<li>Select \u201cBegin Recording\u201d at the start of the session<\/li>\n<li>Record the entire session\u2014identity verification, notarial statements, signing, and any clarifications<\/li>\n<\/ul>\n<h3>Step 6: Lock and Terminate the Session<\/h3>\n<p>Once the notarization is complete:<\/p>\n<ul>\n<li>Click \u201cLock\u201d to finalize the document<\/li>\n<li>Select \u201cTerminate\u201d to end the session<\/li>\n<li>If email delivery is enabled, ProNotary automatically sends the completed document to the signer<\/li>\n<li>You may also retrieve and send the completed document later from your Transaction Details<\/li>\n<\/ul>\n<h3>Step 7: Access Records Later if Needed<\/h3>\n<p>\n        All notarization records are stored in your Transaction Details, including:\n    <\/p>\n<ul>\n<li>The video recording<\/li>\n<li>The audit trail<\/li>\n<li>The completed notarized documents<\/li>\n<\/ul>\n<p>\n        These materials are securely stored according to your state\u2019s retention rules (typically 10 years).\n    <\/p>\n<h3>Optional: White Label the Entire Experience<\/h3>\n<p>\n        ProNotary offers full white label capabilities, allowing you to customize signer-facing materials with:\n    <\/p>\n<ul>\n<li>Your logo<\/li>\n<li>Your brand colors<\/li>\n<li>Your business name and email<\/li>\n<\/ul>\n<p>\n        Your clients see your brand\u2014not ours\u2014giving your business a polished, professional identity at every touchpoint.\n    <\/p>\n<h3>A Note About Leads<\/h3>\n<p>\n        ProNotary does not provide leads, and this is intentional. We do not compete with your business or operate a public directory. If a signer comes to us directly but was previously working with you, we direct them back to you. Your clients remain yours.\n    <\/p>\n<h3>Final Thoughts<\/h3>\n<p>\n        Remote Online Notarization doesn\u2019t need to feel confusing or intimidating. With a clear workflow and the right platform, it becomes one of the most efficient ways to serve clients.\n    <\/p>\n<p>\n        Whether you&#8217;re handling general notary work or supporting enterprise clients such as law firms and title companies, ProNotary is designed to make your workflow easier, more compliant, and fully aligned with your brand.\n    <\/p>\n<h3>Ready to Take the Next Step?<\/h3>\n<p><a href=\"https:\/\/ProNotary.com\" target=\"_blank\">Get started now at ProNotary.com<\/a><\/p>\n<\/article>\n","protected":false},"excerpt":{"rendered":"Remote Online Notarization (RON) can feel overwhelming at first\u2014for both notaries and signers\u2014but with the right tools and a clear process, it quickly becomes a smooth, streamlined experience. At ProNotary, we\u2019re committed to helping notaries deliver professional, compliant, and consistent&#8230;","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"twitterCardType":"","cardImageID":0,"cardImage":"","cardTitle":"","cardDesc":"","cardImageAlt":"","cardPlayer":"","cardPlayerWidth":0,"cardPlayerHeight":0,"cardPlayerStream":"","cardPlayerCodec":"","footnotes":""},"categories":[4],"tags":[49,54,67,37],"class_list":["post-1195","post","type-post","status-publish","format-standard","hentry","category-ron-education","tag-digital-notarization","tag-electronic-notarization","tag-pronotary-platform","tag-remote-online-notarization"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Your Step-by-Step Guide to Remote Online Notarization with ProNotary - ProNotary Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/pronotary.com\/blog\/your-step-by-step-guide-to-remote-online-notarization-with-pronotary\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Your Step-by-Step Guide to Remote Online Notarization with ProNotary - ProNotary Blog\" \/>\n<meta property=\"og:description\" content=\"Remote Online Notarization (RON) can feel overwhelming at first\u2014for both notaries and signers\u2014but with the right tools and a clear process, it quickly becomes a smooth, streamlined experience. 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