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.
Bypassing Failed IDV Easy steps for Notaries to bypass a Failed IDV in a RON Session If the Signer failed the IDV, as a Notary you can bypass the process through the Secured Signing account.The example below shows what the Signer sees when they fail the IDV. When the Notary joins the session and clicks Go to Meeting tab, this will show the Signer failed the IDV with no green circle indicating the signer is not in the room. When the notary sees “Failed IDV” notification they should completed the process below. Notify the signer to access the document again.Bypassing failed IDV can be done through the In Progress tab. Click on the >>I icon then the + (Signers Name I.e. William Gimbel) to check the status of the IDV. After clicking Allow Signing, the notary can initiate the session from their email/invitations tab and accept the signer into session. The signer can log back in, by entering their security code. Once in, the signer will be directed to the session.
Notary: Biometric ID Selections procedure There are various options to select ID Verification with Biometric Matching without creating that ID verification process as your default. As seen below you can change from the default KBA & ID Verification to just ID Verification – Credential Analysis simply by checking that box! Another point at which you can elect Biometric is at the individual signer step. In this way one signer could be KBA/ID, one signer Personally known and the other Biometric (ID Verification-Credential Analysis) only. There is also a third spot where the ID verification method can be changed per/signer and that is at the final step where you send out the session email invite. Once the signer who’s identity was verified via forensic examination of the submitted ID and a Liveness/Biometric test is performed. The resulting data and pictures are available for display to the notary in session as seen below. Where the front and back of the verified ID are displayed, a larger image of the picture side of the ID and a copy of the face selfie taken after the liveness test. To the right is a live display of the signer wherein you could ask them to hold up the ID that was verified. Secured Signing Inc, provides a Biometric document authentication process to determine authenticity, and to extract face image as well as demographic data such as name and address. The face image extracted from the ID document is available post processing for biometric facial comparison to a live selfie provided at the same time the ID is presented for authentication. Information About Face Match & Liveness Detection: Face analysis uses a series of attributes such as:· the head pose – orientation in a 3D space· a guess at an age· what emotion is displayed· if there is facial hair or the person is wearing glasses· whether the face in the image has makeup applied· whether the person in the image is smiling· blur – how blurred the face is (which can be an indication of how likely the face is to be the main focus of the image)· exposure – aspects such as underexposed or over exposed and applies to the face in the image and not the overall image exposure· noise – refers to visual noise in the image. If you have taken a photo with a high ISO setting for darker settings, you would notice this noise in the image. The image looks grainy or full of tiny dots that make the image less clear· occlusion – determines if there may be objects blocking the face in the image While glasses, sunglasses, or reflections (obfuscating areas around the eyes) or light in glasses can negatively impact a match and best practice is to remove them for the selfie, it is not required.The picture below provides an idea of what gets measured so you can see why masks or eyeglasses may, or may not, present problems to the score. This is not a perfect example of all things considered in the algorithm.
Notary: How to top up your account with Secured Signing Credits If you have selected Auto TopUp (under My Account > My settings) and your account credits drop below your selected amount, we debit your card for the amount you selected when setting up your account. Your other option is to deselect auto top up, which will require you to monitor how many credits are available for use when you log in. (see second screen shot below) Below is the default screen after logging, you would want to make sure you have enough credits to conduct the next signing you are about to enter. If not, you can manually select “Top Up here“.
Notary: How Secured Signing billing, credits and auto top up works With your Notary Business Annual plan, you are charged $389/year for your first user (each additional user costs $110, up to 10 users). This gives you access to the platform to use when and as you need with documents and templates saved. We also give you 600 document uploads and 50 Secured Signing credits (valued at USD $50) each year for your account. These documents and credits are shared across all users on your account.A standard example of using our system is if you prepare a session with 1 signer whose identity must be confirmed via KBA & IDV, ($1.00 + $3.00) and you will add 1 stamp ($1.00) to the document and make a recording of the session ($5.00) for a total session charge of $10.00. This changes as you need more signers more (or less) KBA & IDV’s, the length of the video signing session, number of witnesses, etc.We have an auto-top up feature that will automatically top up your account with the credits you need IF you enable this from your Notary Account Settings. This allows you to always have a minimum amount of credits available for you and your team to perform notarizations with your clients.