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.
Notary: RON Workflow RON Process Setup & Execution Pathway Login > RON > Package OR Single Document > Select document > MISMO Yes/No > Next > Notary/Queue > Schedule Date/Time > Chose ID Type > Next > Enter signers eMail address > Add Witness/Add Guest > Next > Enter Journal Elements > Start Tagging > Add Invitee > Add Form Fields > Add Notary Signature > Next > Send In Session Workflow Login > My Invitations > Fill & Sign > Go To Meeting Room > Start Meeting (if signer present) > Signer Side = Click in eMail invitation “Click to Join”> Enter 4 digit passcode > JoinShare Screen > Click blue icon at 3:30 on wheel > Select ENABLE FILLING/SIGN/SCREEN SHARE > Signer Side Ok > Share Screen > Ok > Signer selects data/signature fields and completes signing > Green popup appear at top right indicating all items are complete.Notary selects ENABLE FILLING/SIGN/SCREEN SHARE > Sign > Ok > Notary selects data/signature fields and completed signing > Green popup appear at top right indicating all items are complete > Click red icon to end session > End meetingThis reviews the basic workflow, please practice these procedures playing the role of both notary and signer.Check out our video below. Suggest review of 3 important PDF exhibits: Adding Fields During a Session, Failed IDV Procedure and Rescheduling a Session
Notary: RON Introduction Script Boilerplate script for Notary introducing a RON session to a Signer.Please confirm with your Sec of State and additional requirementsHello ___ Can you hear and see me clearlyDo you agree to allow this session to be recordedDo you agree to having this notarial event conducted pursuant to the “Your State” remote online notarizations statutes.Do you understand the contents of the documents you are about to signAre you signing these documents of your own free willNote for Florida notaries there at special additional questions that must be ask. Please consult your Florida notary manual and add below.
ID Proofing Process Secure and Reliable ID Proofing Process for Remote Online NotarizationID proofing process verifies the person’s identity before granting access to sign the document.Secured Signing offer two elements that support the identity verification process: the notary journal and the live ID Verification during the RON session.Below is a sample journal entry showing the various information such as Date/ Time/ Signer/ Address/ Notes(if any)/ ID used & KBA status/ Video Recording Access Link & Passcode/ Doc ID and so on. The ID verification occurs live during the session when the notary clicks on the ID verification link. As shown below, it displays the front and back of the ID that was forensically examined to be genuine, a larger image of the front of the ID more clearly showing the face on that ID. To the right is the image of the live selfie taken during the ID validation process that is biometrically compared to the face on the ID.Below that is the Date/Time of the examination, below that is that ID’s data that’s transposed from the ID. Finally on the large screen is a live display of the signer wherein the notary could ask the signer to hold up the ID that was determined to be valid for the traditional stare and compare process.
Adding the Notary as a Witness Signer Easy Step by Step Process on Adding the Notary as a Witness Signerfor Remote Online Notarization session Need the Notary as a Witness? Adding the Notary as a Witness Signer can be done easily in the Notary Wizard of your Secured Signing Account. In the below example of the Notary Wizard Step 3: Add Clients/ Notary – we show two witnesses: one of which is the Notary. To add a Witness on the process, click + Add Witness to add a Witness section. Enter the Notary’s email address and name. Once correct details are added, assign to whom they will be a witness for. At the document tagging stage, select the notary as witness from the +Add Invitee dropdown. To add the Notary Signature on the process, click the Add Notary Signature and drag the Signature box into the document.Once all Signatures are added click Next and from that point proceed as usual.
Needs to View as Credible Witness Learn how to add Needs to View as Credible Witness to your RON session. Needs to View is an Invitee that does not require to digitally sign the document. Needs to View can be the Client, Guest or a Credible Witness on the RON session. To add a Needs to View invitee as Credible Witness using RON, select Add Signer as Personally Known, then select Add Signer again for the 2 witnesses. At the journal entry frame in the notes field indicate the identity methods as seen below. After prepping the data/signer fields move to Add Invitee “the witnesses”, then and select + Add needs to View for each. From the popup select the witnesses. After clicking Select, show in the above, the below elements will appear on the document, select Next After selecting Next the invite frame will appear indicating the witnesses as “Viewer”. The balance of the session is as per usual.
Adding a Guest to a RON session How to easily add a Guest invitee to a Remote Online Notarization session Adding a Guest to a RON session with your Secured Signing account is fairly easy. Simply Login to your account. Ensure you have the necessary permission to initiate a RON session. On the dashboard, click Notary button to create a RON meeting. Complete the Notary Wizard steps 1 & 2. At Step 3: Add Clients/ Notary, click + Add Guest to add a Guest section. Input the required details of the Guest. You will need their full name and email addresses. The Guest’s Authentication Type will come up as Personal Knowledge by Default. Once all participant details are filled in, finalize the Notary Wizard as usual. The invitees will receive an email with a link to join the session. Quick Tip: Loop in your guest early! Adding a Guest to a RON session is not the only process you can do on Notary Wizard: Step 3, from here you can add a Signer or Witness on the process.