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.

Needs to view credible witness identity methods with secured signing

At the journal entry frame in the notes field indicate the identity methods as seen below.

Needs to view credible witness identity methods with secured signing

After prepping the data/signer fields move to Add Invitee “the witnesses”, then and select + Add needs to View for each.

needs to view credible witness document preparation

From the popup select the witnesses. 

Select the Witness

After clicking Select, show in the above, the below elements will appear on the document, select Next

needs to view credible witness next

After selecting Next the invite frame will appear indicating the witnesses as “Viewer”.

needs to view credible witness document preparation

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.

add a guest to a notarial session with secured signing

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.

failed idv procedure invitee

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.

failed IDV continue anyway

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.

failed idv procedure allow signing

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!

Biometric ID selection procedure for id verification

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.

Biometric ID selection procedure for id verification authentication type

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.

Live ID Visual Check

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)

Enable auto top with Secured Signing

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“.

Manually select top up here secured signing

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

Add a missed element in a session for RON - step 01

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.

Manage Session Add Signature

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!.

  1. Setting up your account
  2. I Sign
  3. We Sign
  4. Form Filler
  5. Signature Validity and Verification

Setting up your account

Learn how to set up your Secured Signing account.

 Capturing Graphical Signatures

I Sign

Learn how to sign documents online with Secured Signing: I Sign.

 Individually Sign a Document

We Sign

Learn 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 Witness

Form Filler Templates

Learn 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 Invitee

Signature validity and verification

Learn 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.