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.
DISCLAIMER
This information is for general purposes only, not legal advice. Laws governing these matters may change quickly. BlueNotary cannot guarantee that all the information on this site is current or correct. For specific legal questions, consult a local licensed attorney.
Last updated: March 21, 2025
