Notary Guide to Running a Meeting

Instructions for Notaries to run a Meeting in Stavvy

BEFORE THE MEETING

• Once a meeting is created, you’ll receive an email invitation to the meeting with option to add it to your calendar

• Log into Stavvy at connect.stavvy.com and find the Meeting under Upcoming Meetings
• Prepare Documents for electronic signing ahead of time

STARTING THE MEETING

• Click “Join” to start the meeting
• When prompted, click “Allow” to give Stavvy access to your camera and microphone (required to start the meeting)

• Click “Start Meeting” to begin the Meeting

Confirming Signer's Identity

• To start things off, verify your client's identity using KBA/ID Verification
  • To initiate the KBA (Knowledge-Based Authentication), click “Start” next to the “KBA” button by each signer’s name, and then click"Send"
    • For a detailed look at the KBA, click here

• To initiate ID verification, click “Start” next to the “ID Verification” by your signer’s name, and then click "Send"
• • • For a detailed look at ID verification, click here

• Once ID Verification has been completed, users have an additional security step of verifying the signers against the ID that was verified. Click “Verify” to start this process.
• • • Note: You will see the image of the ID that was verified on the right. On the left, there will be a live video feed for the client to hold their ID up to confirm the person signing the documents and the person in the ID are the same. Once they have done this, click “Capture & Confirm” to take a snapshot.

• If you select, "Personally Known"for the KBA and/or ID Verification you will be prompted to confirm you do personally know this signer. 
• • • Note: the Electronic Notary Journal will reflect you have manually approved this signers identity

Signing/Notarizing Documents

• To start the signing, click the document(s) on the left "
• Next click "Start Signing” at the top of the signing window
  
  • Note: Signers cannot see the documents on their screen until you have clicked 'Start Signing'

• Next, the signer will be prompted to review the E-Sign Consent Disclosure if you have this compliance feature enabled in Organization Settings

• Turn the "Drag and Drop Annotations" button ON if you'd like to move any annotations while in the Meeting.
  • Be sure to turn OFF to resume signing

• Once signing is complete, you can end the meeting by clicking the red “End Meeting” button at the bottom right of the meeting window

Watch Demonstration Below: