BlueNotary’s video explains how to delay a session invitation so you can pre-tag your documents for a smoother notarization process. Start from your signing interface by entering the signer’s name and email, then opt to delay the invite until after pre-tagging is complete. This lets you add signature and text tags, ensuring documents are correctly prepared. This straightforward technique improves workflow clarity before finalizing the session invite.
Pre-Tag Before Invitation
Watch the full video above to master this efficient process and streamline your notarization workflow.
