KEY TAKEAWAYS
- The integration requires a SmartAdvocate admin user whose credentials are saved in NotaryLive.
- The SmartAdvocate Case ID is essential for automatically returning notarized documents to the correct case file.
- Firms can initiate notarization sessions either directly in NotaryLive or optionally from within SmartAdvocate.
Audio Summary:
You’ve decided to integrate NotaryLive with SmartAdvocate.
Now let’s walk through exactly how to set it up and the different ways your team can use it.
Before You Start: What You Need
SmartAdvocate Requirements:
- Admin access to your SmartAdvocate account
- A SmartAdvocate user account with visibility into all current and future cases
- This user’s login credentials (username and password)
NotaryLive Requirements:
- An active NotaryLive account
- The SmartAdvocate admin must be added as a NotaryLive user
Important: If your SmartAdvocate user’s password changes, you’ll need to update the integration credentials in NotaryLive.
Step-by-Step: Initial Integration Setup
Step 1: Confirm Your SmartAdvocate Admin
A SmartAdvocate Admin must complete this setup.
The user account you choose for integration must have access to all cases where you’ll need notarizations.
Why this matters: NotaryLive uses this account to automatically send completed documents back to the correct case files.
Step 2: Sign Into NotaryLive
Log into your NotaryLive account. If your SmartAdvocate Admin isn’t already a NotaryLive user, add them to your NotaryLive account first.
Step 3: Navigate to the Integration Page
Once logged in:
- Go to Integrations in your NotaryLive dashboard
- Select SmartAdvocate
Or navigate directly to: https://notarylive.com/smart-advocate/upload-credentials
Step 4: Enter Your SmartAdvocate Credentials
Enter the SmartAdvocate username and password for your selected admin user. Click Save.
Once saved, NotaryLive can securely communicate with SmartAdvocate. You’re now ready to start notarizing.
Understanding Your Workflow Options
Your firm can use the integration in different ways depending on your current setup.
If You’re Already Using SmartAdvocate
Start sessions in NotaryLive and connect to cases:
- Create a notarization session in NotaryLive
- Enter the SmartAdvocate Case ID during session creation
- Send the secure link to your client
- Documents automatically return to the correct SmartAdvocate case when complete
Finding your SmartAdvocate Case ID:
- Open the case in SmartAdvocate
- Go to the Case Summary page
- Look at your browser URL
- Copy the Case ID number
Example URL:
In this example, the Case ID is 123.
Optional: Start sessions directly from SmartAdvocate
You can configure a SmartAdvocate integration view to initiate notarizations without leaving SmartAdvocate. This allows you to:
- Start sessions without leaving SmartAdvocate
- Automatically import existing case documents into NotaryLive
SmartAdvocate provides detailed guides:
Once configured, SmartAdvocate will use a page like:
If You’re Already Using NotaryLive
Ask us how SmartAdvocate can centralize your case management while keeping NotaryLive as your trusted notarization partner.
Once you set up SmartAdvocate, follow the integration steps above to connect both platforms.
If You’re New to Both Platforms
Start with NotaryLive for remote notarization first. This allows you to:
- Begin notarizing documents immediately
- Get comfortable with the online notarization process
- Build your workflow
Then explore how SmartAdvocate can organize your complete case management process around it.
Once both platforms are in place, complete the integration steps above to connect them.
What Happens After Notarization
Once you’ve initiated a session, here’s what happens:
- Client receives a secure link
- Client uploads their document and completes identity verification
- Client connects with a licensed notary via video conference
- Notary verifies identity and witnesses signature electronically
- Document receives digital notary stamp and seal
- Completed document automatically sends to SmartAdvocate
- Document attaches to correct case file using the Case ID
What you’ll see in SmartAdvocate:
- Notarized document with digital seal
- Timestamp of completion
- Notary information and credentials
Getting Help
Integration setup questions: Contact NotaryLive support or your SmartAdvocate representative
SmartAdvocate integration view configuration: Reference SmartAdvocate Knowledge Base guides or contact SmartAdvocate support
Questions about setup? Contact NotaryLive support to schedule a personalized walkthrough for your firm.
Frequently Asked Questions
Q: Do I need to integrate with SmartAdvocate to use NotaryLive?
A: No. You don’t need to integrate with SmartAdvocate in order to use NotaryLive. You can sign up with a business account at any time to use our remote online notarization service.
Q: What is NotaryLive and how does remote online notarization work?
A: NotaryLive is a secure online notary service that allows clients to sign and notarize documents remotely with a commissioned remote notary. Clients verify their identity, connect with a notary online, and complete the notarization in minutes. Finished documents are available immediately after the session.
Q: Is online notarization legally valid?
A: Yes. Online notarization completed through NotaryLive is legally valid and accepted across the United States. NotaryLive follows state requirements for identity verification, audit trails, and notarial records.
Q: How does NotaryLive work with SmartAdvocate cases?
A: NotaryLive can work alongside SmartAdvocate to help firms initiate notarization from cases, track notarization status, and associate completed notarized documents with the appropriate case file. Firms can explore this workflow after getting started with NotaryLive.
Q: Is NotaryLive available 24/7?
A: Yes. NotaryLive provides on-demand access to an online notary 24 hours a day, 7 days a week. This allows clients to complete notarizations outside of normal business hours, without scheduling appointments or coordinating availability.
