Manage Your Notary Setting in the Business Portal

Audience: Organizations

The short answer: Business Pro+ organizations can turn in-house notaries (IHN) on or off anytime from Settings → Notary Settings.


Who this is for

This setting is available to Business Pro+ owners and admins. Business Pro (non-Plus) organizations can view the setting but will see a locked, upgrade-prompting state instead.


Where to find it

Log in to your Proof account, then go to Settings → Notary Settings → Notary routing.

Notary Settings page showing the Notary routing tab with the Allow assignment to in-house notaries toggle set to Yes and an Add an in-house notary button

Turn in-house notaries on or off

  1. Under In-house notaries, find Allow assignment to in-house notaries.
  2. Select Yes to enable IHN, or No to keep sending transactions to Proof's on-demand notary network.
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Unanswered calls to your in-house notaries overflow to the Proof on-demand network after 15 seconds. Contact Support to change this setting.

Add an in-house notary

Once IHN is enabled, select Add an in-house notary to route to the team member invite flow with Will this person notarize documents? pre-selected. See Assign In-House Notary Permissions for a New or Existing User for the full invite steps.


If you're on Business Pro (not Plus)

Notary Settings shows a locked Onboard your in-house notaries screen instead of the routing toggle. Selecting View plans routes to plan options, including upgrading to Business Pro+.

Locked Notary Settings screen for Business Pro customers, showing an Onboard your in-house notaries message and a View plans button

Summary Checklist

  • You are an Owner or Admin on a Business Pro+ account.
  • Go to Settings → Notary Settings → Notary routing.
  • Toggle Allow assignment to in-house notaries to Yes or No.
  • If Yes, select Add an in-house notary to invite a team member.
  • On Business Pro (not Plus)? Select View plans to upgrade.
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Still unsure? Reach out to Proof Support for help.

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