How to build the NotaryLive & SmartAdvocate Integration

KEY TAKEAWAYS

• The integration requires setup by a SmartAdvocate admin user
• 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

NotaryLive Requirements:

• An active NotaryLive Business account

Important: If your SmartAdvocate API account credentials change, you’ll need to update the integration credentials in NotaryLive.

Step-by-Step: Initial Integration Setup

Step 1: Create your SmartAdvocate API account

A SmartAdvocate Admin must complete this setup.

Within SmartAdvocate, navigate to Admin -> Users -> Create User

Create the new API account user, making sure to check ‘API Access’ and uncheck ‘Active’. By leaving ‘Active’ unchecked, you ensure that this ‘user’ is only approved for API access, and cannot login to the SmartAdvocate dashboard.

The API account you create 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: Add the SmartAdvocate API account credentials to NotaryLive

In a new tab, visit https://notarylive.com/smart-advocate/upload-credentials

Enter the API account’s account ID (username) and the API account password on this page. If you are self-hosting SmartAdvocate, also supply your self-hosted server url.

Click Submit. You are now ready to start notarizing!

Understanding Your Workflow Options

Your firm can use the integration in different ways depending on your current setup.

Start sessions in NotaryLive and connect to existing cases:

1. Create a notarization session in NotaryLive
2. Enter the SmartAdvocate Case ID when prompted during session creation process
3. Send the secure link to your client
4. The notarized documents automatically return to the correct SmartAdvocate case when complete

Finding your SmartAdvocate Case ID:

1. Open the case in SmartAdvocate
2. Go to the Case Summary page
3. Look at your browser URL
4. Copy the Case ID number

Example URL:

https://app.smartadvocate.com/SA/CaseSummary.aspx?CaseID=123

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:

• Integration View Setup Guide
• Custom Integration Configuration

If You’re New to SmartAdvocate

Ask us how SmartAdvocate can centralize your case management while keeping NotaryLive as your trusted notarization partner.

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:

1. Client receives a secure link
2. Client uploads their document and completes identity verification
3. Client connects with a licensed notary via video conference
4. Notary verifies identity and witnesses signature electronically
5. Document receives digital notary stamp and seal
6. Completed document automatically sends to SmartAdvocate
7. 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.