Managing Multiple PDFs in a Virtual Notarization Session | Blue Notary
Welcome to Blue Notary's YouTube channel!
In this video, Katie, the Notary Relations Instructor at Blue Notary, provides a comprehensive guide on handling multiple PDFs within the same session. Discover how this feature allows you to have a breakdown of multiple documents, giving you greater flexibility and control during virtual notarization.
Discover the convenience of managing documents mid-session, even if pre-tagging or sorting has already been done. Katie highlights the time-saving benefits of making adjustments without disrupting the signing process or requiring a new invitation. Experience the efficiency and professionalism of updating documents seamlessly within the same session.
Whether you're a seasoned notary or new to virtual notarization, this video provides invaluable insights and tips for maximizing your workflow. Ensure you save your pre-tagging progress by clicking "Save and Exit" before the session, and learn how to utilize this feature effectively to enhance your notary experience.
Subscribe to our channel and hit the notification bell to stay updated on future tips, tutorials, and industry insights. If you have any questions or need further assistance, don't hesitate to reach out. Follow Blue Notary for more informative content, and let us guide you towards success in the world of virtual notarization.
00:00 Introduction
00:14 Benefits of Using Multiple PDFs in a Single Session
00:27 Example Scenario: Mid-session Document Corrections
00:54 Adding and Modifying Documents Mid-session
01:05 Removing Incorrect Documents
01:14 Uploading New Documents Without Ending the Session
01:47 Retaining Tags and Signatures Across Modified Documents
02:11 Handling Title Company Updates Efficiently
02:44 Finalizing Pre-tagging and Saving Progress
02:56 Conclusion and Support Resources
Level Up Your Notarization Business With BlueMastermind Training & Certification: https://academy.bluenotary.us/courses...
Join our Free Notary Training Group: / bluenotary
Join BlueNotary: https://bluenotary.us
#notarytips #notarypublic #notarynearme #notarymentorship