{"id":894,"date":"2026-01-05T15:39:25","date_gmt":"2026-01-05T20:39:25","guid":{"rendered":"https:\/\/notaryliveblog.com\/?p=894"},"modified":"2026-06-24T14:14:08","modified_gmt":"2026-06-24T18:14:08","slug":"notarylive-and-smartadvocate-integration","status":"publish","type":"post","link":"https:\/\/notaryliveblog.com\/notarylive-and-smartadvocate-integration\/","title":{"rendered":"How to build the NotaryLive &amp; SmartAdvocate Integration"},"content":{"rendered":"\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>KEY TAKEAWAYS <\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Setup requires a SmartAdvocate admin user.<\/li>\n\n\n\n<li>The SmartAdvocate Case ID is what allows NotaryLive to return completed documents to the correct case file.<\/li>\n\n\n\n<li>Your team can start notarization sessions from NotaryLive or directly from within SmartAdvocate.<\/li>\n<\/ul>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Audio Summary: <\/strong><\/p>\n\n\n\n<figure class=\"wp-block-audio\"><audio controls src=\"https:\/\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/How-to-build-the-NotaryLive-SmartAdvocate-Integration.mp3\"><\/audio><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Before You Start<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You will need:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>SmartAdvocate:<\/strong> Admin access to your account<\/li>\n\n\n\n<li><strong>NotaryLive:<\/strong> An active <a href=\"https:\/\/notarylive.com\/sign-up?acct=company\" target=\"_blank\" rel=\"noreferrer noopener\">NotaryLive Business account<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Important:<\/strong> If your SmartAdvocate API account credentials change, <a href=\"https:\/\/notarylive.com\/smart-advocate\/upload-credentials\" target=\"_blank\" rel=\"noreferrer noopener\">update them in NotaryLive<\/a> immediately.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Initial Integration Setup<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 1: Create a SmartAdvocate API Account<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A SmartAdvocate admin must complete this step.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Go to <strong>Admin \u2192 Users \u2192 New User<\/strong>. When creating the user:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Check <strong>API Access<\/strong><\/li>\n\n\n\n<li>Uncheck <strong>Active<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Unchecking Active prevents this account from being used to log in to SmartAdvocate. It exists solely for API access.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img data-recalc-dims=\"1\" fetchpriority=\"high\" decoding=\"async\" width=\"600\" height=\"107\" data-attachment-id=\"1013\" data-permalink=\"https:\/\/notaryliveblog.com\/notarylive-and-smartadvocate-integration\/screenshot-2026-02-04-at-5-48-13-pm\/\" data-orig-file=\"https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-02-04-at-5.48.13-PM.png?fit=2222%2C396&amp;ssl=1\" data-orig-size=\"2222,396\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"Screenshot 2026-02-04 at 5.48.13\u202fPM\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-02-04-at-5.48.13-PM.png?fit=600%2C107&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-02-04-at-5.48.13-PM.png?resize=600%2C107&#038;ssl=1\" alt=\"\" class=\"wp-image-1013\" style=\"width:900px;height:auto\" srcset=\"https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-02-04-at-5.48.13-PM.png?resize=600%2C107&amp;ssl=1 600w, https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-02-04-at-5.48.13-PM.png?resize=300%2C53&amp;ssl=1 300w, https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-02-04-at-5.48.13-PM.png?resize=768%2C137&amp;ssl=1 768w, https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-02-04-at-5.48.13-PM.png?resize=1536%2C274&amp;ssl=1 1536w, https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-02-04-at-5.48.13-PM.png?resize=2048%2C365&amp;ssl=1 2048w, https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-02-04-at-5.48.13-PM.png?resize=1200%2C214&amp;ssl=1 1200w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The API account must have access to all cases requiring notarization. This is necessary to return completed documents to the correct case files.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 2: Add the API Credentials to NotaryLive<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">In a new browser tab, go to <a href=\"https:\/\/notarylive.com\/smart-advocate\/upload-credentials\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/notarylive.com\/smart-advocate\/upload-credentials<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Enter the API account&#8217;s account ID (username) and the API account password on this page. If your firm self-hosts SmartAdvocate, enter your server URL as well.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img data-recalc-dims=\"1\" decoding=\"async\" width=\"600\" height=\"567\" data-attachment-id=\"1016\" data-permalink=\"https:\/\/notaryliveblog.com\/notarylive-and-smartadvocate-integration\/screenshot-2026-02-04-at-5-53-37-pm\/\" data-orig-file=\"https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-02-04-at-5.53.37-PM.png?fit=1194%2C1128&amp;ssl=1\" data-orig-size=\"1194,1128\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"Screenshot 2026-02-04 at 5.53.37\u202fPM\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-02-04-at-5.53.37-PM.png?fit=600%2C567&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-02-04-at-5.53.37-PM.png?resize=600%2C567&#038;ssl=1\" alt=\"\" class=\"wp-image-1016\" srcset=\"https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-02-04-at-5.53.37-PM.png?resize=600%2C567&amp;ssl=1 600w, https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-02-04-at-5.53.37-PM.png?resize=300%2C283&amp;ssl=1 300w, https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-02-04-at-5.53.37-PM.png?resize=768%2C726&amp;ssl=1 768w, https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-02-04-at-5.53.37-PM.png?w=1194&amp;ssl=1 1194w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Click <strong>Submit<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Understanding Your Workflow Options<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">There are two ways to use the NotaryLive SmartAdvocate integration:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Option 1: Start Sessions from NotaryLive<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><a href=\"https:\/\/notarylive.com\/notarize\/new-preorder\" target=\"_blank\" rel=\"noreferrer noopener\">Create a notarization session in NotaryLive<\/a><\/li>\n\n\n\n<li>Enter the SmartAdvocate Case ID when prompted<\/li>\n\n\n\n<li>Send the secure link to your client<\/li>\n\n\n\n<li>The notarized documents automatically return to the correct SmartAdvocate case when complete<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Finding your SmartAdvocate Case ID:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the case in SmartAdvocate<\/li>\n\n\n\n<li>Go to the Case Summary page<\/li>\n\n\n\n<li>Look at your browser URL<\/li>\n\n\n\n<li>Copy the Case ID number<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Example URL:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/app.smartadvocate.com\/SA\/CaseSummary.aspx?CaseID=123\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/app.smartadvocate.com\/SA\/CaseSummary.aspx?CaseID=123<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In this example, the Case ID is <strong>123<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Option 2: Start Sessions from Within SmartAdvocate<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can add a NotaryLive action to the SmartAdvocate case sidebar. From there, your staff can launch sessions without leaving the case and existing case documents are imported into NotaryLive automatically.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Setup takes a few minutes in the Case Menu Configurator. See the next section.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Setting Up the NotaryLive sidebar action in SmartAdvocate<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The Case Menu Configurator lets admins control the navigation sidebar that appears inside every case. Adding the NotaryLive integration page to this menu means your staff can start a notarization from any case. SmartAdvocate passes the current Case ID through automatically \u2014 no manual lookup needed.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To add the view:<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to Admin \u2192 Case Menu Configurator.<br>The page has three columns: Case Groups on the left, all available pages in the center, and pages assigned to the selected Case Group on the right.<br><\/li>\n\n\n\n<li>Select the Case Group you want to update. <strong>Please note<\/strong> that you will have to repeat these steps for each Case Group.<br><\/li>\n\n\n\n<li>In the center column (&#8220;Choose Pages&#8221;), select <strong>NotaryLive<\/strong> and Click <strong>ADD<\/strong>.<br><\/li>\n\n\n\n<li>Use the arrows to position the page in the menu.<br><\/li>\n\n\n\n<li>Click Save.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img data-recalc-dims=\"1\" decoding=\"async\" width=\"600\" height=\"331\" data-attachment-id=\"1348\" data-permalink=\"https:\/\/notaryliveblog.com\/notarylive-and-smartadvocate-integration\/screenshot-2026-05-14-at-5-13-30-pm\/\" data-orig-file=\"https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-05-14-at-5.13.30-PM.png?fit=3024%2C1666&amp;ssl=1\" data-orig-size=\"3024,1666\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"Screenshot 2026-05-14 at 5.13.30\u202fPM\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-05-14-at-5.13.30-PM.png?fit=600%2C331&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-05-14-at-5.13.30-PM.png?resize=600%2C331&#038;ssl=1\" alt=\"\" class=\"wp-image-1348\" style=\"aspect-ratio:1.812736033337674;width:874px;height:auto\" srcset=\"https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-05-14-at-5.13.30-PM.png?resize=600%2C331&amp;ssl=1 600w, https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-05-14-at-5.13.30-PM.png?resize=300%2C165&amp;ssl=1 300w, https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-05-14-at-5.13.30-PM.png?resize=768%2C423&amp;ssl=1 768w, https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-05-14-at-5.13.30-PM.png?resize=1536%2C846&amp;ssl=1 1536w, https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-05-14-at-5.13.30-PM.png?resize=2048%2C1128&amp;ssl=1 2048w, https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-05-14-at-5.13.30-PM.png?resize=1200%2C661&amp;ssl=1 1200w, https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-05-14-at-5.13.30-PM.png?w=3000&amp;ssl=1 3000w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>Note:<\/strong> Case Menu Configurator changes are universal. Every user will see the updated sidebar for that Case Group. After saving, refresh your browser or log out and back in for the change to take effect.<\/p>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Next, create the NotaryLive Document Tags in SmartAdvocate<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You will create two new tags in SmartAdvocate, <strong>notarylive-to-notarize<\/strong> and <strong>notarylive-notarized-document<\/strong>. <strong>notarylive-to-notarize<\/strong> marks a document for notarization through the integration, while <strong>notarylive-notarized-document<\/strong> marks a document as already notarized. These tags must exist before staff can use the NotaryLive integration sidebar workflow.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Go to <strong>Admin \u2192 Picklist Maintenance<\/strong>, or navigate directly to:<\/p>\n\n\n<div class=\"wp-block-code\">\n\t<div class=\"cm-editor\">\n\t\t<div class=\"cm-scroller\">\n\t\t\t\n<pre>\n<code><div class=\"cm-line\">https:\/\/app.smartadvocate.com\/SA\/PickList.aspx<\/div><\/code><\/pre>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Scroll to <strong>Document Tags<\/strong> in the left-hand list. Click <strong>Add New Item<\/strong> and enter the tag name exactly as shown:<\/p>\n\n\n<div class=\"wp-block-code\">\n\t<div class=\"cm-editor\">\n\t\t<div class=\"cm-scroller\">\n\t\t\t\n<pre>\n<code><div class=\"cm-line\">notarylive-to-notarize<\/div><\/code><\/pre>\n\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Set the tag to <strong>Active<\/strong> and save.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"217\" data-attachment-id=\"1178\" data-permalink=\"https:\/\/notaryliveblog.com\/notarylive-and-smartadvocate-integration\/screenshot-2026-04-09-at-11-50-06-am\/\" data-orig-file=\"https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-04-09-at-11.50.06-AM.png?fit=1207%2C436&amp;ssl=1\" data-orig-size=\"1207,436\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"Screenshot 2026-04-09 at 11.50.06\u202fAM\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-04-09-at-11.50.06-AM.png?fit=600%2C217&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-04-09-at-11.50.06-AM.png?resize=600%2C217&#038;ssl=1\" alt=\"\" class=\"wp-image-1178\" style=\"width:893px;height:auto\" srcset=\"https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-04-09-at-11.50.06-AM.png?resize=600%2C217&amp;ssl=1 600w, https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-04-09-at-11.50.06-AM.png?resize=300%2C108&amp;ssl=1 300w, https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-04-09-at-11.50.06-AM.png?resize=768%2C277&amp;ssl=1 768w, https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-04-09-at-11.50.06-AM.png?resize=1200%2C433&amp;ssl=1 1200w, https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-04-09-at-11.50.06-AM.png?w=1207&amp;ssl=1 1207w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You are now ready to start notarizing through the NotaryLive Sidebar workflow in SmartAdvocate!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Notarizing a notarized document<\/strong>: <\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">When NotaryLive completes a notarization, it automatically applies a <strong>notarylive-notarized-document<\/strong> tag to the finished document. This prevents it from appearing in future notarization workflows for that case. To notarize that document again (for example, in a daisy-chain workflow) go to the Documents page, right-click the document, and select Edit Properties. In the Tags field, remove <strong>notarylive-notarized-document<\/strong>, add <strong>notarylive-to-notarize<\/strong>, and click Save.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Two SmartAdvocate Case Notes are also added to a case during the notarization workflow. A case note is added to the case once the notarization session is sent to the case contact and another case note is added to the case once the notarization session has been completed. The case note type defaults, to &#8216;Case&#8217;, and then to either &#8216;General&#8217;, &#8216;Note&#8217; or &#8216;Other&#8217; if the preceding type of case note is not present in your organization&#8217;s case note configuration.  Below are examples of what those case notes look like in SmartAdvocate:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"231\" data-attachment-id=\"1422\" data-permalink=\"https:\/\/notaryliveblog.com\/notarylive-and-smartadvocate-integration\/screenshot-2026-06-11-at-2-52-20-pm\/\" data-orig-file=\"https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-06-11-at-2.52.20-PM.png?fit=2400%2C922&amp;ssl=1\" data-orig-size=\"2400,922\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;,&quot;alt&quot;:&quot;&quot;}\" data-image-title=\"Screenshot 2026-06-11 at 2.52.20\u202fPM\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-06-11-at-2.52.20-PM.png?fit=600%2C231&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-06-11-at-2.52.20-PM.png?resize=600%2C231&#038;ssl=1\" alt=\"\" class=\"wp-image-1422\" style=\"width:900px;height:auto\" srcset=\"https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-06-11-at-2.52.20-PM.png?resize=600%2C231&amp;ssl=1 600w, https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-06-11-at-2.52.20-PM.png?resize=300%2C115&amp;ssl=1 300w, https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-06-11-at-2.52.20-PM.png?resize=768%2C295&amp;ssl=1 768w, https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-06-11-at-2.52.20-PM.png?resize=1536%2C590&amp;ssl=1 1536w, https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-06-11-at-2.52.20-PM.png?resize=2048%2C787&amp;ssl=1 2048w, https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-06-11-at-2.52.20-PM.png?resize=1200%2C461&amp;ssl=1 1200w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"236\" data-attachment-id=\"1425\" data-permalink=\"https:\/\/notaryliveblog.com\/notarylive-and-smartadvocate-integration\/screenshot-2026-06-11-at-2-53-13-pm\/\" data-orig-file=\"https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-06-11-at-2.53.13-PM.png?fit=2404%2C946&amp;ssl=1\" data-orig-size=\"2404,946\" data-comments-opened=\"1\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;,&quot;alt&quot;:&quot;&quot;}\" data-image-title=\"Screenshot 2026-06-11 at 2.53.13\u202fPM\" data-image-description=\"\" data-image-caption=\"\" data-large-file=\"https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-06-11-at-2.53.13-PM.png?fit=600%2C236&amp;ssl=1\" src=\"https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-06-11-at-2.53.13-PM.png?resize=600%2C236&#038;ssl=1\" alt=\"\" class=\"wp-image-1425\" style=\"width:900px;height:auto\" srcset=\"https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-06-11-at-2.53.13-PM.png?resize=600%2C236&amp;ssl=1 600w, https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-06-11-at-2.53.13-PM.png?resize=300%2C118&amp;ssl=1 300w, https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-06-11-at-2.53.13-PM.png?resize=768%2C302&amp;ssl=1 768w, https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-06-11-at-2.53.13-PM.png?resize=1536%2C604&amp;ssl=1 1536w, https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-06-11-at-2.53.13-PM.png?resize=2048%2C806&amp;ssl=1 2048w, https:\/\/i0.wp.com\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-06-11-at-2.53.13-PM.png?resize=1200%2C472&amp;ssl=1 1200w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>What Happens After Session Creation:<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Once you&#8217;ve initiated a session, here&#8217;s what happens:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Your client receives a secure link<\/li>\n\n\n\n<li>They complete identity verification and connect with a licensed notary by video conference<\/li>\n\n\n\n<li>The notary verifies their identity and witnesses the electronic signature<\/li>\n\n\n\n<li>The document receives a digital notary stamp and seal<\/li>\n\n\n\n<li>The completed document is automatically sent to SmartAdvocate and attached to the correct case<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>What you&#8217;ll see in SmartAdvocate:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The notarized document with digital seal<\/li>\n\n\n\n<li>A timestamp of completion<\/li>\n\n\n\n<li>The notary&#8217;s information and credentials<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Getting Help<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Questions about setup? Contact NotaryLive to schedule a personalized walkthrough for your firm.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/meetings.hubspot.com\/matthew-marks\/smartadvocate-meeting?uuid=34889301-433b-4ab2-8d4a-1e066ac48024\" target=\"_blank\" rel=\"noreferrer noopener\">Book A Demo<\/a><\/div>\n\n\n\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/notarylive.com\/pricing\" target=\"_blank\" rel=\"noreferrer noopener\">Get Started<\/a><\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>If You&#8217;re New to SmartAdvocate<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Ask us how SmartAdvocate can centralize your case management while keeping NotaryLive as your trusted notarization partner.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>If You&#8217;re New to Both Platforms<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Start with NotaryLive for remote notarization first. This allows you to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Begin notarizing documents immediately<\/li>\n\n\n\n<li>Get comfortable with the online notarization process<\/li>\n\n\n\n<li>Build your workflow<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Then explore how SmartAdvocate can organize your complete case management process around it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once both platforms are in place, complete the integration steps above to connect them.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Frequently Asked Questions<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Q: <strong>Do I need to integrate with SmartAdvocate to use NotaryLive?\u2028<\/strong><br>A: <strong>No. <\/strong>You don\u2019t 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.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Q: <strong>What is NotaryLive and how does remote online notarization work?<\/strong>\u2028<br>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.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Q: Is online notarization legally valid?\u2028<br>A: Yes<\/strong>. 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.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Q: How does NotaryLive work with SmartAdvocate cases?\u2028<br><\/strong>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.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Q: <strong>Is NotaryLive available 24\/7?<\/strong>\u2028<br><strong>A: Yes.<\/strong> 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.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The integration of NotaryLive with SmartAdvocate requires an admin user with proper credentials in NotaryLive. Notarizations can be initiated directly in NotaryLive or from SmartAdvocate using case IDs for accurate document return. Both platforms support efficient case management, ensuring notarized documents are linked to the correct files automatically.<\/p>\n","protected":false},"author":266856544,"featured_media":897,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_canonical_pages":true,"_canonical_pages_meta":{"option":"this","url":""},"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[1461,1368],"tags":[1582,1417,1516,1914,1915,1382,1916,1650,1401,1392,1393,1913,1917],"class_list":["post-894","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-digital-tools","category-legal","tag-case-management","tag-document-workflow","tag-enotarization","tag-integration","tag-law-firm-software","tag-legal-tech","tag-notary-integration","tag-notary-near-me","tag-notarylive","tag-remote-online-notarization","tag-ron","tag-smartadvocate","tag-smartadvocate-case-id"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to build the NotaryLive &amp; SmartAdvocate Integration - NotaryLive Blog<\/title>\n<meta name=\"description\" content=\"How to build a NotaryLive and SmartAdvocate integration. Automate your legal document notarization and instantly return completed files.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/notaryliveblog.com\/notarylive-and-smartadvocate-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to build the NotaryLive &amp; SmartAdvocate Integration - NotaryLive Blog\" \/>\n<meta property=\"og:description\" content=\"How to build a NotaryLive and SmartAdvocate integration. Automate your legal document notarization and instantly return completed files.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/notaryliveblog.com\/notarylive-and-smartadvocate-integration\/\" \/>\n<meta property=\"og:site_name\" content=\"NotaryLive Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/NotaryLive\/\" \/>\n<meta property=\"article:published_time\" content=\"2026-01-05T20:39:25+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-06-24T18:14:08+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/notaryliveblog.com\/wp-content\/uploads\/2026\/01\/How-to-build-the-NotaryLive-SmartAdvocate-Integration.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1440\" \/>\n\t<meta property=\"og:image:height\" content=\"554\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"NotaryLive Staff\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@notary_live\" \/>\n<meta name=\"twitter:site\" content=\"@notary_live\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"NotaryLive Staff\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"7 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/notaryliveblog.com\\\/notarylive-and-smartadvocate-integration\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/notaryliveblog.com\\\/notarylive-and-smartadvocate-integration\\\/\"},\"author\":{\"name\":\"NotaryLive Staff\",\"@id\":\"https:\\\/\\\/notaryliveblog.com\\\/#\\\/schema\\\/person\\\/a4aec04283492577dc7cc01654e9a711\"},\"headline\":\"How to build the NotaryLive &amp; SmartAdvocate Integration\",\"datePublished\":\"2026-01-05T20:39:25+00:00\",\"dateModified\":\"2026-06-24T18:14:08+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/notaryliveblog.com\\\/notarylive-and-smartadvocate-integration\\\/\"},\"wordCount\":1180,\"commentCount\":1,\"publisher\":{\"@id\":\"https:\\\/\\\/notaryliveblog.com\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/notaryliveblog.com\\\/notarylive-and-smartadvocate-integration\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/i0.wp.com\\\/notaryliveblog.com\\\/wp-content\\\/uploads\\\/2026\\\/01\\\/How-to-build-the-NotaryLive-SmartAdvocate-Integration.png?fit=1440%2C554&ssl=1\",\"keywords\":[\"case management\",\"document workflow\",\"eNotarization\",\"integration\",\"law firm software\",\"legal tech\",\"notary integration\",\"notary near me\",\"NotaryLive\",\"remote online notarization\",\"RON\",\"SmartAdvocate\",\"SmartAdvocate Case ID\"],\"articleSection\":[\"Digital Tools\",\"Legal\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/notaryliveblog.com\\\/notarylive-and-smartadvocate-integration\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/notaryliveblog.com\\\/notarylive-and-smartadvocate-integration\\\/\",\"url\":\"https:\\\/\\\/notaryliveblog.com\\\/notarylive-and-smartadvocate-integration\\\/\",\"name\":\"How to build the NotaryLive &amp; SmartAdvocate Integration - NotaryLive Blog\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/notaryliveblog.com\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/notaryliveblog.com\\\/notarylive-and-smartadvocate-integration\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/notaryliveblog.com\\\/notarylive-and-smartadvocate-integration\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/i0.wp.com\\\/notaryliveblog.com\\\/wp-content\\\/uploads\\\/2026\\\/01\\\/How-to-build-the-NotaryLive-SmartAdvocate-Integration.png?fit=1440%2C554&ssl=1\",\"datePublished\":\"2026-01-05T20:39:25+00:00\",\"dateModified\":\"2026-06-24T18:14:08+00:00\",\"description\":\"How to build a NotaryLive and SmartAdvocate integration. 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