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.
Adding a Missed Element in a Session How to Add a missed Element during a RON session Making changes and adding missed element during a RON session just got more seamless and efficient. To add, remove or reposition elements on a document while in a signing. The assumption below assumes that a notary realizes additional elements must be added to the document. This can occur any time before the notary signs the document. The notary has taken control of the session by clicking the below icon located at the 3:00 position on the wheel. First disable the notary/signers permission to execute the document by clicking DISABLE SIGN/SCREEN SHARE Once disabled the screen will now show the native document. By clicking on the Add Signature dropdown icon you may select the displayed items OR add any element from the gray selections displayed. Once added return to the blue icon and give control to the person who must now execute the missed element. Then proceed on as per usual.
Secured Signing Features and Product Guides Our Features and Product Guides Welcome to the Secured Signing’s Feature and Product Guides. This guide is designed to assist you in utilizing the Secured Signing’s features effectively and efficiently.Read through common scenarios and tutorials at your own pace for a complete understanding of the process. The tutorials have a comprehensive start-to-finish approach and only a few short minutes to follow. Watch them in action here!.Setting up your accountI SignWe SignForm FillerSignature Validity and VerificationSetting up your accountLearn how to set up your Secured Signing account. Capturing Graphical SignaturesI SignLearn how to sign documents online with Secured Signing: I Sign. Individually Sign a DocumentWe SignLearn how to sign, and invite to sign, with Secured Signing: We Sign. Invite Someone to Sign Sign as an Invitee Invite Someone to Sign with a Witness Sign as an Invitee and invite a Witness Sign as a WitnessForm Filler TemplatesLearn how to prepare online forms for signing, or fill in and sign as an Invitee. Preparing a form for Filling and Signing Fill in and Sign as an InviteeSignature validity and verificationLearn how to validate PKI Signed Documents with Secured Signing: Verify PKI Signed Documents. Verify PKI Signed Documents
Notary: RON – Remote Online Notarization Introducing Remote Online Notarization (RON) with Secured Signing, a game-changing solution that enables secure and convenient notarization of documents remotely. With RON, you can offer your clients a modern and efficient way to complete notarial acts, while ensuring compliance with legal requirements.
Notary: How to Set-up eNotary in Secured Signing Watch how you can easily set-up your eNotary Account with Secured Signing
Notary: Electronic Notarization Learn about using Secured Signing for Electronic Notarization.Streamlining Notarization with Digital Efficiency and Security. With this feature, you can enjoy the benefits of digital efficiency and enhanced security when notarizing documents.
Digital Signing Demonstration & Training Videos We understand the importance of secure and efficient digital signing solutions in today’s fast-paced and remote business environment. Our demo videos are designed to provide you with a comprehensive understanding of Secured Signing and showcase the powerful features and benefits of our platform.You can also view step by step guides here.Setting up your accountI SignWe SignForm Filler TemplatesConditional Logic and Formula FieldsVideo SigningNotarySmart TagNotifications – Signing Process WorkflowVideo ConfirmationDocument NegotiationNeeds to ViewDigital signatures – what else you need to know Setting up your accountLearn How to Create Your Account in Secured Signing and Sign with Confidence! Capturing graphical signaturesA video showing how to capture your graphical signature. I SignYour Digital Signature Solution – Sign your Documents Anywhere at Anytime Individually sign a document A video showing how to use I Sign Individually sign a document. We SignInvite Others to Sign Seamlessly with Secured Signing: We Sign. Invite someone to signA video showing how to use We Sign to invite someone to sign. Sign as an InviteeA video showing how to sign as an Invitee. Invite someone to sign with a witnessA video showing how to use We Sign to invite someone to sign with a witness. Sign as an Invitee and invite a WitnessA video showing how to sign as an Invitee and invite a witness. Sign as a WitnessA video showing how to sign as a Witness. WeSign PackageA video showing how to invite someone to sign a package. In Person SigningA video showing face to face – in person signing Face to Face. Form Filler TemplatesAccelerate Efficiency with Secured Signing FormFiller Create Form Filler new TemplatesA video showing creating Form Filler new Templates. Secured Signing Templates Tab ExplainedMastering Templates Tab: Your Guide to Secured Signing Tools How to send a template for signatureA video showing how to send a template for signature. How to complete and sign a document templateA video showing how to complete and sign a document template. FormFiller with Conditional Logic and Formula FieldsSecured Signing provides conditional logic and formula fields to your FormFiller templates, allowing for a better signer experience and useability. FormFiller with Conditional Logic and Formula Fields – Signer ExperienceHow the signer will experience documents with conditional logic and formula fields that are required. FormFiller with Conditional Logic and Formula Fields – SettingsHow to set up and use Conditional Logic and Formula Fields with FormFiller Video Signing Schedule & Host a Real-Time Live Video meeting with Secure Document Signing. How to turn on Video SigningLearn how to turn on Video Signing. How to manage a Video Signing MeetingHow to manage a Video Signing Meeting. How to join a Video Signing MeetingHow to join a Video Signing Meeting. Video Signing with WitnessVideo Signing with Witness. Notifications – Signing Process WorkflowLearn how to keep people who aren’t signing the document informed of progress without making more work for you, the document owner. You can send the document to reviewer before signing process kickoff. Let Secured Signing do all the hard work for you!Notification and Completion RecipientsAdding a Reviewer to Your Signing WorkflowWorking with the Notification Recipients Portal Smart TagLearn how to make your MS Word and PDF documents ready for Secured Signing process, automated the invitation process with Secured Signing integration for MS Word. Smart Tags – Automate your eSign invitation from documents creation systemSmart Tag Merge Fields – Smart Tag integration with MS Word Document NegotiationSecured Signing provides a complete document workflow from negotiation, review and through to secure digital signing. Adding Document Negotiation to Your Signing WorkflowParticipating in a Document Negotiation Video ConfirmationSecured Signing’s video confirmation of the identity of the signer complements the inherent authenticity and reliability of PKI digital signatures, to provide unchallengeable proof of who signed the document. Invite Someone to Sign with Video ConfirmationSign with Video Confirmation Digital Signatures– what else you need to knowThese videos answer the most common questions customers ask us about digital signatures and their uses. Secured Signing’s Digital Signature are Legally BindingThe difference between electronic and digital SignatureHow Do You Know Who is Behind the Keyboard? Needs to ViewSecured Signing’s Needs to View is an Invitee type that allows you to send a document to invitees who are required to view the document without needing to sign. Needs to View is available for WeSign, Notary RON sessions, Form Filler Templates and Video Signing. Needs to View – Settings and ProcessNeeds to View – Invitee ExperienceNeeds to View – FormFiller TemplateNeeds to View – FormFiller Template – Signer Experience