Signer's Guide: Joining Your Remote Online Notarization (RON) Meeting

This step-by-step guide covers everything a Signer needs to know—from preparation to successfully completing the identity verification process—to join a meeting through the Stavvy platform.

Part 1: Preparation Checklist (What You'll Need)

Ensure you have the following ready before your scheduled meeting time:

1. Identification: A non-expired, government-issued photo ID (Passport, State ID, or Driver's License).
2. Verification Info: The last 4 digits of your Social Security Number (SSN). An ITIN and EIN will not work for verification.
3. Devices: A computer with access to email, a video camera, and a microphone, AND a smartphone with a camera (required for ID verification).
4. Environment: A quiet, private space with a stable, reliable internet connection.

Tip: Review the Full Technical Requirements article for browser and speed standards.

Part 2: Pre-Meeting Login Steps

Follow these steps on your computer 15 minutes before the meeting starts:

1. Disable VPN: Temporarily turn off any Virtual Private Network (VPN) service.
2. Open Invitation: Open the invitation email from Stavvy with the subject line: "Remote Signing with [Host Name]".
3. Access Portal: From your computer, click the Go to Signer Portal button within the email.
4. Security Code (MFA):
   • Click Submit on the page that opens with your email pre-populated.
   • You will receive a 6-digit code via email (Subject: "Welcome to Stavvy!"). Enter this code on the screen.
5. Setup Phone Verification:
   • Enter your phone number.
   • Select the appropriate country code for your phone number. By default, it will select the United States.
   • Enter the six-digit code received via text or voice call, and click Continue.
6. Recovery Code: Click the checkbox to confirm and then click Continue.

Part 3: Joining the Meeting

1. Access Signer Portal: Upon signing in, you will be brought to your Signer Portal.
2. Join Meeting: Click Join meeting at the top of the page.
3. Test System: Test your video, audio, and internet speed. Click Next.
4. Confirm Signers: When the Notary starts the meeting, select the number of signers using your device:
   • Select I am the only person signing on this device. (For single signers).
   • Select I am signing with another person on this device. (If two signers are sharing one computer).
5. eSign Consent: Click the checkbox to consent to the eSign agreement.
6. Start Session: Click Join meeting. (If the Notary has not yet joined, you will wait on this page until they start the session)

Part 4: Identity Verification During the Meeting

The Notary will guide you through two steps: Credential Analysis (ID Verification) and Knowledge-Based Authentication (KBA).

ID Verification (Credential Analysis)

• The Notary will prompt you to enter your phone number to receive a secure text message link.
• Use the link on your smartphone to upload a photo of your valid government-issued ID.
• Note: If you cannot receive texts, after entering the number, the system offers an option to complete the ID verification using a QR code on your phone's browser (via Wi-Fi).

Knowledge-Based Authentication (KBA)

1. Personal Information: You will first input your:
   • Street address
   • Zip code
   • Last 4 digits of your Social Security number (SSN)
   • Date of birth
2. KBA Questions: You will then be asked 5 questions based on your credit history and public records.
3. Passing Score: You must correctly answer 4 out of 5 questions within two minutes. If you fail the first time, you will have one second chance.
   1. If you fail two times, the meeting will need to be rescheduled for 24 hours later. This is a legal requirement of most States for RON transactions.

Part 5: Signing and Completion

• Once your identity is successfully verified, the meeting host will walk you through the process of signing your documents.
• Note for Multiple Signers: If you are multiple signers on the same device, click between your names at the top left of the screen when applying the appropriate signatures.
• The Notary will end the meeting, or you may click the Leave Meeting button on the bottom right side of the screen when all signing is complete.