Guide for the signer(s)

Please read prior to starting your session

 

 

Client Guide: How Remote Online Notarization (RON) Works

Welcome! To ensure your remote notarization appointment goes smoothly and without delay, please review the step-by-step process, document requirements, and preparation checklist below.

Platform Security & Compliance:   ALL Sessions are powered by Indiana state-approved RON technology that strictly complies with all statutory standards for credential analysis, identity verification, and encrypted journaling. 


 

1. How the Process Works

Once you submit your session request and details:

  1. Document Review & Pre-Tagging: The notary will review your uploaded document and pre-tag key fields (signature lines, dates, and certificate blocks) to ensure a smooth, efficient session.
  2. Receiving Your Meeting Link: You will receive a secure session invitation link via email from our Platform (typically within an hour). Please check your spam/junk folder if you do not see it in your inbox.
  3. Identity Verification & Sign-In: Click your meeting link to complete your identity verification and Knowledge-Based Authentication (KBA).
  4. Live Session: Once you successfully pass the verification process, you will be connected live with your notary.

2. What You Must Have Ready

Before clicking your session link, please make sure you have the following ready:

A. Valid Government-Issued Photo ID

  • Accepted IDs: Driver’s license, state ID card, or passport (must be valid and unexpired).
  • Requirements: Applies to all signers and required witnesses.
  • Device: You will need a smartphone, tablet, or webcam capable of capturing a clear, high-resolution photo of the front and back of your ID.

B. Identity Verification / Knowledge-Based Authentication (KBA)

  • Security Questions: Be prepared to answer 5 multiple-choice security questions generated from public record databases (credit history, past addresses, etc.) within a set time limit.
  • SSN: You will need to provide the last four digits of your U.S. Social Security Number to generate these questions.
  • Coverage: All signers and witnesses must individually pass ID and KBA verification.

C. Technology Requirements

  • Device: A computer, tablet, or smartphone equipped with a working webcam, microphone, and speakers.
  • Internet: A stable, high-speed internet connection.
  • Browser: An updated web browser (Google Chrome is strongly recommended). Allow camera and microphone permissions when prompted.

3. Critical Document Requirements

By state law, a notary cannot notarize an incomplete or non-compliant document. Please verify the following before starting your session:

Completely Filled Out (No Blank Fields)

  • Zero Blank Spaces: Every blank line, checkbox, or field in the main body of the document must be completed prior to notarization. Documents containing un-filled fields cannot legally be notarized.
  • File Format: PDF format works best (high-resolution images are also accepted).
  • Do NOT Sign in Advance: Do not sign or date the document prior to the meeting. All signatures must be applied digitally on screen during the live video session with the notary.
  • Signer Responsibility: You are responsible for the accuracy of your document's contents. The notary only verifies identity and completes the legal Notarial Certificate. Depending on the certificate type, you may be required to swear an oath, affirm details, or declare a voluntary signature on camera.

Mandatory Notarial Certificate Wording

  • Notary Block Required: Every document requires statutory certificate wording (e.g., an Acknowledgment or a Jurat/Oath).
  • Missing Language: If your document only contains a standalone signature/stamp line without proper legal certificate text, please notify us ahead of time so an appropriate loose-leaf notary certificate can be selected in compliance with state law.
  • Selecting Your Certificate: By law, notaries cannot select the type of notarization for you. If you are unsure whether an Acknowledgment or Jurat is required, please confirm with the receiving party or agency beforehand. *Your Online Notary will also have certificates for you to choose from.

4. What to Expect During the Live Session

  1. Join the Meeting: Click your secure email link. Allow camera and microphone access when prompted.
  2. Complete Verification: Complete the automated ID snapshot capture and answer the KBA security questions.
  3. Connect with Your Notary: Your notary will join the video call, verify your identity, confirm you are signing voluntarily, and ensure you understand the document contents.
  4. Electronic Signing: You will review the document on-screen and apply your electronic signature.
  5. Notarization & Delivery: The notary attaches their digital seal and electronic signature. Once completed and payment is processed, your finalized, tamper-evident document will be available for immediate download.

5. Cancellation & Rejection Policy

If the notary is unable to accept or complete your session request, you will be notified via email or text as soon as possible. Common reasons a session may be declined include:

  • Incomplete Documents: Unfilled blank spaces or missing information.
  • Missing Notarial Wording: Lack of an attached or proper notary certificate block.
  • Failed Verification: Failure of any signer or witness to pass ID image capture or KBA questions.
    • KBA Policy: Signers/witnesses get 2 attempts to pass. After two failed attempts, a mandatory 24-hour lock period applies before another attempt can be made.
  • Ineligibility for Online Notarization: Suspected fraud, illegal activity, or document types that cannot legally be notarized online under state or federal law.
  • Language Barriers: All signers must be able to communicate directly with the notary in English without a third-party translator. If bilingual support is required, we can refer you to an appropriate platform.

Note: A notary public reserves the right to refuse any notarization at their sole discretion due to suspected fraud, incomplete documentation, coercion, or failed verification requirements.

Need Help or Have Questions?

If you have questions about technical requirements or the notarization procedure, please reach out using the contact form at the bottom of this page.

IMPORTANT INFORMATION

 

 

  • Acknowledgment ("I signed this willingly")
    • What It Means: You confirm that the signature on the document is yours and that you signed it voluntarily, without pressure.
    • Common Documents: Real estate deeds, powers of attorney, business agreements, and trusts.
  • Jurat / Verification on Oath ("I swear/affirm this is true")
    • What It Means: You must sign live on camera in front of the notary while swearing or affirming that the contents of the document are 100% true.
    • Common Documents: Affidavits, court motions, sworn financial statements, and DMV forms.


How to Prepare for an Online Notarization

  1. Check the Bottom of Your Document: Most official forms already have an Acknowledgment or Jurat section pre-printed at the end.
  2. Do Not Sign in Advance for a Jurat: If your form requires an oath or sworn statement, do not sign it before the video session. The notary must watch you sign.
  3. Bring a Valid Government Photo ID: Driver’s license, state ID card, or passport (must be unexpired).
  4. When in Doubt, Ask the Recipient: If you are unsure which certificate you need, ask the lawyer, court clerk, bank officer, or government agency requesting the paperwork before your session.
  5.  Notice: A notary public is not an attorney and cannot provide legal advice, prepare or change your document or select the type of notarial certificate for your document. If you are unsure which certificate you need, please consult the issuing or receiving agency or a qualified attorney before scheduling. 
  6. Should your document not have a Notarial Certificate you can view samples on our page and choose your document and advise the Notary which one you like to use and the notary will attach it to your document. 
  7. ✅Please view the examples in the section below.

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