Step 1
Contact formClient, notary, law firm, title company, or customer submits the intake request.
Secure Onboarding OperationsContact Received · Intake Start
Notarix Signings Access Request
Submit the initial contact form so Notarix staff can create an NSR intake record and send the correct client or notary profile invitation.
Step 2
NSR createdNotarix staff converts the contact form into a controlled intake record.Step 3
Profile invitationThe correct profile completion page is issued for required uploads.Step 4
Staff verificationGenAdmin and elevated approvers verify and activate only approved permissions.