Secured Signing Support Center

Notary: Uploading multiple documents to create a package

August 1, 2023

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” […]

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Notary: Template Creation for RON

August 1, 2023

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 […]

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Notary: RON Self Testing Procedures

August 1, 2023

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 […]

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Notary: RON Workflow

August 1, 2023

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 […]

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Notary: RON Introduction Script

August 1, 2023

Boilerplate script for Notary introducing a RON session to a Signer. Please confirm with your Sec of State and additional requirements Hello ___ Can you hear and see me clearly Do you agree to allow this session to be recorded Do you agree to having this notarial event conducted pursuant to the “Your State” remote […]

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Notary: ID Proof Process

August 1, 2023

There are two elements that support the identity verification process, the notary journal, and the live ID Verification confirmation screen available to the notary during the RON session. Below is a sample journal entry showing the Date/Time/Act/Doc Description/Pages/Signer/Address/Notes(if any)/ID used & KBA passed status/Video Record Access Link & Passcode/Venue/Doc ID. The other verification occurs live […]

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Notary: How to add the notary as a witness to a signature

August 1, 2023

In the below example we show two witnesses one of which is the notary. Enter the notaries email address and name as a witness and assign to whom they will be a witness for. At the doc prep stage select the notary as witness from the +Add Invitee dropdown. When adding the notary as the […]

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Notary: Need to view credible witness

August 1, 2023

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 […]

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Notary: How to add a Guest to a notarial session

August 1, 2023

Login > RON > Complete steps 1 & 2 of the 5 step process > Next > Schedule > At step 3 below after adding Signer click  + Add Guest. The guest ID default should be “Personal Knowledge” Continue as usual.

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Notary: Failed IDV Procedure

August 1, 2023

This is what the signer sees when they fail the IDV, the assumption is when the notary signs in to join the session and clicks on the Go to Meeting tab they will see the signer failed the IDV with no green circle indicating the signer is not in the room. When the notary sees […]

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