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.
Notary: Spanish Translation For Signers In WeSign and RON With the Spanish Translation For Signers In WeSign and RON, you can translate the entire We Sign or RON signing processes to Spanish for signers, including the Notaries and Signing Hosts for a RON transaction.You can enable this with the Default Language setting at My Account > My Settings in your Secured Signing account, or Settings > My Account Settings in the Enterprise Portal. There you will find a dropdown with 3 options; English, Español and Invitee Choose which allows you to make the choice on the fly. As such you may select Spanish for one signer and English for another. The ‘English’ setting keeps the signing process exactly as it was before, completely in English. Choosing ‘Español’ however, will translate the entire signing process instructions to Spanish in We Sign and RON, as shown with the indicators in the Invitation Workflow below. If you selected Invitee Choose as your default, you may select English or Spanish for individual signers in the Invitation Workflow. Or allow signers to change the language themselves in the ‘Secure Document Access’ page or the signing page. Document Access: Invitees can select their language on the top-right. Signing Page: Invitees can select their language on the top-right.NOTE: You may want to translate your email invitation script to Spanish and label Spanish Language Invite. Selecting that at the last step prior to sending the emails out buy clicking on Edit Email Invitation within the Green Stripe show above. From the below popup select Email Template > Select Dropdown icon > Choose Spanish Language Invite > Update > Send. This will change the outboud email to this individual signer only, for other signers repeat the process. Once sent your default choice of email invites will reinstate.
Uploading multiple documents to create a package Why Uploading Multiple Documents as a Package Streamlines NotarizationSecured Signing’s Online Notary platform streamlines the notarization process, saving time and increasing efficiency. By bundling related documents, users can complete signings in one seamless session, ensuring all paperwork is notarized accurately and securely.This feature is ideal for managing complex transactions, reducing errors, and maintaining legal compliance. When uploading “Packages” containing multiple individual documents you MUST wait until all documents appear in the “Check document list” before selecting Next. When navigating to the next or prior document for applying fields use the “Package Documents” drop down list, DO NOT Select NEXT When all elements have been added to the documents select “Next” to send the email invites. If a popup then occurs asking you to add a signer that is not on the document displayed, select “It’s Okay Skip”. Click NEXT again and the emails will go out.
Notary: Template Creation for RON This article covers the process to tag and save a document as a template with Secured Signing.It is sometimes necessary to revert to a saved document when a previous tagged document has become corrupt before or during a signing session. To save time we suggest that on large documents you create that document as a template > Login then select the TEMPLATES tab. Select “+ CREATE NEW TEMPLATE” Select Upload, access the document and when populated below the gray rectangle click Create Template. Then prepare the document as per usual. Notice in the below document the signers are not yet identified, labeled only signer 1 and Signer 2 etc. You can also place text box’s, dates etc. This naming convention will continue throughout the template’s creation. Make notes as to who signer 1 will be, signer 2 etc. The same naming procedure will apply to the notaries cells as well. When complete select Save as Template. And click SAVE in next screen as well. When ready to assign signer & notary at Step 2 select from Template dropdown that file “SS Loan Mod Nate…” then Next When you get to the screen that requires entry of the signers/notary, enter/select the respective names then Next. The next step “Tagging” will be completed automatically based on the template’s fields. As seen below the name of the signers now appear in the signature boxes, the same will apply to the notaries name on the page required to sign/stamp.
Notary: RON Self Testing Procedures Best procedure for self-testing the end-to-end RON process on our platform using your own computer(s) Login as the notary > RON > Upload a document > Add signer (this should be yourself using a different email address) continue the process as per normal selecting the ID method as personally known. Proceed to the point where you are in the meeting room BUT have not selected “Join Meeting”. You can repeat this process as much as you like without being charged for a recording. When you do a complete end to end you will be charge and yes, it is necessary to make that investment. This process will display both the notary and signer side and make the RON process much more understandable. Option 1: As the signer access your email preferably on another computer, if not you can use a cell phone. Complete the signing noting the interaction between the signer and notary.Option 2: Using one computer access the Secured Signing Platform using chrome browser as the notary. On the same computer open another chrome browser using incognito mode. Often this will allow for display of both the signer and notary through one camera.Option 3: Using one computer access the Secured Signing Platform using chrome browser as the notary. Using the same computer open Microsoft’s Edge browser and access the signers email invite there. Next step: Enlist the assistance of a friend to act as the signer, again checking “Personally Known” as the IDV process. Continue to make the investment to hone your skills as a professional RON notary.Regardless of the option selected it is VERY IMPORTANT to practice the end-to-end process to thoroughly understand the interactions between signer/notary.