Actionstep – Notarize documents in Secured Signing

Step 1: To get started sending a document for Remote Online Notarization 

Login to Actionstep, open any matter, go to the Secured Signing tab, then click the Send for Signature button. 

To get started sending a document for Remote Online Notarization

Step 2: Choose your document 

You will continue to the Inbox tab in the My Documents page.  

Here, find the document from your matter that you would like to send for signing, then click the Start RON button. 

Choose your document to notarize in Actionstep

Step 3: Go through the RON wizard  

In the RON wizard, add your invitees, select their authentication method, schedule the video signing meeting and more before continuing to document tagging.

Go through the RON wizard

Step 4: Add invitees, fields, and notary seals to the document 

Add the invitees’ signatures and your notary signature and seal to the document. You can also add form fields for you and/or your invitees to fill before signing the document.  

Then, click Next to continue to the Invitation Workflow.  

notary seals to the document for signing

Step 5: Check before sending 

Change any settings/features in the Invitation Workflow pop-up before clicking Send to send the document for signing.  

Check before sending for RON session

Step 6: Start and join the video signing meeting 

After you send a document, your invitee(s) will receive an invitation email, containing a link to sign.  

Once your invitee opens the link to sign and enters their passcode, they will access the document and be able to fill the fields and sign.  

Start and join the video signing meeting Actionstep

Step 7: Enable signing for the invitee 

Now you can enable signing for the invitee, prompting them to share their screen before filling and signing.   

Step 7 Enable signing for the invitee

Step 8: Stamp and sign the document 

After the invitee has completed signing, you will be prompted to enable signing for yourself, sharing the screen with the invitee.   

Simply click to stamp and sign the document.  

When you’re ready, you can end the video signing meeting, and you and the invitee will receive signing completion emails. 

Stamp and sign the document

Do you need anything else?