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 the 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)
• Option to turn on Closed Captions
• Check your internet speed
• Confirm you are not using a VPN

• Click Start Meeting to begin the Meeting

Confirming Signer's Identity

• To start things off, verify your client's identity using KBA and ID Verification
  • To initiate this process, click Verify 
    • For a detailed look at the process, review:
      • Signer Verification Experience: Notary View  
        • Click here to review the Signer's view 

• • • If you select, Personally Known you will be prompted to confirm that you do personally know this signer. 
      • • Note: the Electronic Notary Journal will reflect you have manually approved this signer's 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: