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:
- Identification: A non-expired, government-issued photo ID (Passport, State ID, or Driver's License).
- Verification Info: The last 4 digits of your Social Security Number (SSN). An ITIN and EIN will not work for verification.
- Devices: A computer with access to email, a video camera, and a microphone, AND a smartphone with a camera (required for ID verification).
- 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:
- Disable VPN: Temporarily turn off any Virtual Private Network (VPN) service.
- Open Invitation: Open the invitation email from Stavvy with the subject line: "Remote Signing with [Host Name]".
- Access Portal: From your computer, click the Go to Signer Portal button within the email.
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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.
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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.
- Recovery Code: Click the checkbox to confirm and then click Continue.
Part 3: Joining the Meeting
- Access Signer Portal: Upon signing in, you will be brought to your Signer Portal.
- Join Meeting: Click Join meeting at the top of the page.
- Test System: Test your video, audio, and internet speed. Click Next.
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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).
- eSign Consent: Click the checkbox to consent to the eSign agreement.
- 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)
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Personal Information: You will first input your:
- Street address
- Zip code
- Last 4 digits of your Social Security number (SSN)
- Date of birth
- KBA Questions: You will then be asked 5 questions based on your credit history and public records.
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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.
- 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.
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