How to Notarize documents in Clio through Secured Signing Unlock unparalleled efficiency for your firm by integrating Clio and Secured Signing. The powerful document management capabilities of Clio, combined with Secured Signing’s advanced eSignature and online notarization, streamline your operations and boost your business.Choose the best way for you to learn: follow our step-by-step video guide or read the detailed written instructions below. Step 1: To get started sending a documentTo send a document for Remote Online Notarization through Secured Signing, select ‘Send for Signature’ from the ‘View’ dropdown. Step 2: Who Needs to SignIn the Who Needs to Sign? page, click the ‘Remote Online Notarization (RON)’ button. The RON Set-up Wizard will guide you through entering the details for your RON session. Step 4: Invitees to sign the document. Add signatures for your invitees, and your notary stamp and signature. Then, click ‘Next’ to continue to the Invitation Workflow. Step 5: Check before sendingChange any settings/features in this pop-up before clicking ‘Send’ to send the document for signing. Step 6: After you send a document,After sending the document, you and your invitee(s) will receive an invitation email to join the RON video signing meeting. Once both you and the invitee open the link to sign and join the meeting room, you can start the video signing meeting. Step 7: Enable signing for the inviteeNow you can enable signing for the invitee, prompting them to share their screen before filling and signing. The following is the invitee’s point of view as they fill and sign. Step 8; Stamp and sign the document. After the invitee has completed signing, you will be prompted to enable signing for yourself, sharing the screen with the invitee. Simply click to stamp and sign the document. When you’re ready, you can end the video signing meeting, and you and the invitee will receive signing completion emails.
How to get documents signed in Clio using Secured Signing Boost your business efficiency with Clio and Secured Signing. By combining the robust document management of Clio with the advanced eSignature and online notarization of Secured Signing, your firm will achieve unparalleled efficiency.Follow along with our step-by-step video guide or use the detailed written instructions below. Step 1: To get started sending a documentAfter installing the app, go to your documents and select ‘Send for Signature’ from the ‘View’ dropdown. Step 2: make sure your account is connected to Secured Signing correctly Step 3: Who Needs to SignYou will continue to the Who Needs to Sign? page, so click the ‘WeSign’ button to continue to prep your document for signing. Step 4: Invitees to sign the document. Add the invitees that you would like to sign the document. You can also add form fields for you invitees to fill before signing the document. Then, click ‘Next’ to continue to the Invitation Workflow. Step 5: Check before sendingChange any settings/features in this pop-up before clicking ‘Send’ to send the document for signing. Step 6: After you send a document,After you send a document, your invitee(s) will receive an invitation email, containing a link to sign. Once your invitee opens the link to sign and enters their passcode, they will access the document and be able to fill the fields and sign. Step 7: Document log has been attached to the document When the signing process is completed for the document, you will see that the document log has been attached to the document as a comment. And your document has been updated to the signed document, which you can then download.
How to connect Secured Signing with Clio To connect Secured Signing with Clio, you can follow along with our step-by-step video guide or use the detailed written instructions provided below the video for more in-depth guidance. Step 1: Purchase a Secured Signing AccountBefore you begin, you’ll need a Secured Signing account. Choose the option that best fits your law firm’s needs:For digital signatures, click here to Buy for Digital Signatures.For notarization and document signing, click here to Buy for Notary.Step 2: Log in to ClioAfter purchasing your account, log in to your Clio account in a new browser tab. Step 3: Connect Clio and Secured Signing AccountsChoose your Clio region below and either click the link or copy and paste it into a new browser tab. United States: https://www.securedsigning.com/clio/default.aspx?action=addtoclio®ion=usaEurope: https://www.securedsigning.com/clio/default.aspx?action=addtoclio®ion=euCanada: https://www.securedsigning.com/clio/default.aspx?action=addtoclio®ion=caAustralia: https://www.securedsigning.com/clio/default.aspx?action=addtoclio®ion=aus Step 4: Allow AccessYou will be redirected to an authorization page. Click Allow Access to proceed to the Secured Signing login page. Step 5: Log in to Secured SigningLog in to your existing Secured Signing account. If you haven’t created one yet, do so now. Step 6: Authorize the ConnectionFinally, click Authorize to complete the connection between your Secured Signing and Clio accounts. How to send a document for signing in Clio using Secured Signing – Click Here
How to do In Person Electronic Notarization (IPEN) Seamlessly Blend In-Person and Digital NotarizationWhile the world embraces digital convenience, some transactions still benefit from a personal touch. Secured Signing’s In-Person Electronic Notarization (IPEN) bridges this gap, offering the best of both worlds. The Benefits of IPEN: Efficiency Meets AssuranceEnhanced SecurityWith IPEN, you’re not just moving digital; you’re moving to a more secure platform. Our robust security features, including tamper-evident seals and comprehensive audit trails, ensure the integrity of every notarized document. You and your clients can have complete peace of mind knowing that documents are protected against fraud and unauthorized alterations. Compliance and LegalityRest assured, Secured Signing’s IPEN solution is designed to comply with relevant notarization laws and regulations. We stay up-to-date with legal requirements to ensure that your digital notarizations are legally sound and recognized, giving you confidence in every transaction.Perfect for Remote NotariesIf your business takes you on the road, IPEN is your ideal companion. Conduct secure and efficient notarizations from any location, whether it’s a client’s office, a coffee shop, or their home. All you need is a device and an internet connection to provide top-tier service wherever you are. Step by Step for IPEN: In-Person Electronic NotarizationThe new In-Person Electronic Notarization (IPEN) feature allows you to notarize documents with your signers face to face, while still signing electronically and securely with Secured Signing.To enable this feature in a standard business account, go to My Account -> My Settings -> Notary, then check ‘Enable IPEN’. To enable the feature for accounts in a membership, login to the enterprise portal and go to Settings -> Notary, then check ‘Enable IPEN’ for the accounts you would like. Once you have enabled IPEN, you will see a new button in the ‘My Documents’ page labelled ‘Notary (IPEN)’. Clicking this will take you to the IPEN wizard, which will take you through the process of preparing and sending your document, similarly to the RON wizard. Upon sending a document through IPEN, the notary will receive a notification email, providing them with a link to the Face2Face / IPEN Portal, where the invitees and notary will be able to access the document to sign from the notaries computer. You and your invitees are also able to access the document from the ‘In Progress’ tab in your account, by simply clicking the Face2Face button in the ‘Actions’ column, then ‘Click to Sign’ in the pop-up: Experience the Future of Notarization TodayReady to elevate your notarization services? Explore how Secured Signing’s IPEN can transform your operations, offering unparalleled convenience, security, and efficiency.
Active Status and Live Chat Notary University Module 17:Active Status and Live Chat: Boost Your Notary BusinessImprovements to our Notary Community feature, On Demand Notary, designed to help you connect with more clients faster, attract new business, and grow your notary practice. Here is what you can do.Real-Time Availability: Your profile will now display whether you’re online and ready to notarize. This means more visibility for you and quicker connections with potential clients.Direct Client Chat: Enjoy a smoother client experience with direct chat capabilities. Communicate effortlessly with clients while logged into our Remote Online Notary platform.Secure Document Transfer: Streamline the notarization process by allowing clients to securely send documents through the system. This saves time and reduces paperwork for both you and your clients.These enhancements are designed to make your notary business more efficient and profitable.Watch the video below for step-by-step instructions on setting up Active Status and Live Chat in your Secured Signing notary account. Click here to follow the easy steps in our release note section. Create your own Notary Profile to be listed within Secured Signing’s Notary Community. Notary Community Directory If you encounter any difficulties setting up this new feature, please reach out to our support team for assistance. CONTACT US / SUBMIT A SUPPORT TICKET
Support in Signature Templates Notary University Module 17:Notary Support Now Available in Signature Templates!Create reusable templates to automatically apply signatures and fieldsto your RON (Remote Online Notarization) documentsMaximize Efficiency with Batch Signing:With Signature Templates, you can streamline your RON workflow by automatically applying all necessary elements to multiple documents at once.Here’s what you can do:Effortlessly build templates: Select any document from your inbox as a starting point.Customize your template: Add invitee signatures, notary signatures, stamps, and fields, just like you normally would when preparing a document for signing.Save for future use: Give your template a name and save it for easy access. Watch the video below for a detailed walkthrough of this exciting new feature! Click here to follow the steps in more detail. Do you need anything else? CONTACT US / SUBMIT A SUPPORT TICKET
Add Comments to Notary Journal Notary University Module 16:Add Comments to Notary Journal in Remote Online NotarizationEnhance Your RON Process with Note-Taking in the Notary Journal!Notarize documents remotely with greater ease! Our improved Electronic Notary Journal now allows you to add comments throughout the entire Remote Online Notarization (RON) process.This means you can:Document the process before your meeting.Take notes during the signing session.Add comments after signing is complete.Streamline your workflow and ensure clear documentation with this new feature.See how it works in the video below! Click here to follow the steps in more detail. Do you need anything else? CONTACT US / SUBMIT A SUPPORT TICKET
How to enable the Invitee Monitoring Portal Enabling and Accessing Invitee Monitoring Portal: - Video Summary The Invitee Monitoring Portal consolidates all documents requiring signatures for invitees, offering centralized access.To activate this feature, go to My Account -> My Settings in your Secured Signing account or Settings -> My Account Settings in the Enterprise Portal.Once enabled, invitees can access the portal through a link in the invitation email or the ‘Secure Document Access’ page.For new invitees without a Secured Signing account, registration occurs on the ‘Invitee Monitoring Registration’ page with two access options:Enter a password and click ‘Register’ for future access.Choose ‘Login With One-Time Passcode’ for immediate entry.If a passcode is required from the invitation email, invitees can effortlessly resend it by clicking ‘Resend email passcode’ rather than searching through emails.CLICK HERE to follow the easy step by step guide to enable this process.
How to use Edit Signing Process We Sign and Form Filler Edit Signing Process with WeSign and Form Filler - Video Summary The video will guide you through the steps of utilizing the Edit Signing Process using WeSign and Form Filler:Go to the In Progress tab in your account.Click on the Edit Signing Process button in the actions menu.Modify signers by adding or removing them, and create additional form fillers if needed.Ensure that your documents are appropriately tagged and implement any necessary adjustments.Review and make final modifications in the Invitation Workflow before confirming and updating the signing process.CLICK HERE to follow the easy step by step guide to enable this process.
How to use Edit Signing Process for RON with Secured Signing Edit Signing Process for RON - Video Summary In the video you will learn how to use the Edit Signing Process for RON:Navigate to the In Progress tab of your account.Click the Edit Signing Process button under the actions menu.Edit the process through the RON Setup Wizard.Check your documents are properly tagged and make any further changes.Make any final changes in the Invitation Workflow before confirming and updating the signing process.CLICK HERE to follow the easy step by step guide to enable this process.