Partner Creation

Table of contents

1. Company Set Up
2. Employee Set Up
3. Check List Before Moving On

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The core of the integration with Resware requires the creation of a Partner profile in your instance of Resware.

Company Set Up

1. Using the Main Menu, navigate to Admin \ Partners
2. Use the New button to create a new Partner
3. Enter the minimum following information:
   • Company Name: Notaroo
     • This is the name that will display on the Partners Tab of the Resware File
   • Partner Types: Notary
4. Click Save.
5. Reopen this Partner record via the Edit button.
6. Take note of the System ID identifer in the Lower Right-hand corner. This will be required later.

Employee Set Up

With the Notaroo partner created, an Employee needs created that will be used as the Notaroo Service Account.

1. Click New on the right side of the grids.
2. Enter the minimum following information on the left side
   • First Name: Notaroo (or any recognizable name that will be used on communications)
   • Last Name: ServiceAccount (or any recognizable name that will be used on communications)
   • Email Address: resware@notaroo.com
   • The following checkboxes need enabled
     • Enabled
     • Approved
     • Primary Contact
   • Send Documents As should be set to Attachments
3. Configure Website Access on the right side
   • Check the Enabled checkbox
   • Click Generate for the password
     • Being Secure! Send this password securely to resware@notaroo.com or your rep
     • Recommended sites for one time secrets are:
       • lastpass.com
       • onetimesecret.com
       • quickforget.com
       • saltify.io

Check List Before Moving On

1. Did you get the System ID ?
2. Did you securely send the Password to resware@notaroo.com or your Notaroo rep?

Next Step