Completing ID Verification for Remote Online Notarization (RON)

This guide provides step-by-step instructions for completing the ID Verification process during a live session.

• Preparation: Review our ID Verification Requirements before you begin.
• Signer Readiness: To ensure a smooth session, send this article to your client beforehand so they know exactly what to expect.

Notary Instructions: Starting the Process

1. Initiate Verification: Next to the Signer’s name, click Verify, then select Start Verification.
2. Capture Signer Image: A modal will appear. First, take a photo of the Signer holding their ID by clicking the Camera Icon.
3. Save: Once the photo is clear, click Save to proceed. You will receive a success message confirming the start of the process.

4. Monitor Progress: Click Track at any time to open a real-time status modal. This allows you to see the Signer’s progress with their ID scan and Knowledge-Based Authentication (KBA) questions.

   Tip: If you already know the signer personally and your state allows it, the Personally Known option is available at the bottom left of the tracking modal.

Signer Instructions: Mobile ID Scan

Once the Notary initiates verification, the Signer will see a prompt on their screen.

1. Link Delivery: The Signer must enter a valid US phone number to receive a secure link via SMS.
2. If the Signer does not have a US phone number, entering any valid US number will generate a QR Code they can scan with their phone camera instead.
3. Getting Started: After tapping the link, the Signer will see a welcome message. The United States is selected by default; they should adjust the country if necessary and click Next Step.

4. Select ID Type: Choose from Driver’s License, State ID, or Passport.

    

5. Selfie Verification: After uploading the ID, the system will prompt the Signer to Take a Selfie to match their face to the ID.
6. Submission: Once images are submitted, the Signer will see: "Image Captured. Verification Pending." They may then click Continue to return to the session.

Best Practices for ID Photos

To avoid system rejection, please follow these "Photo Tips":

• Orientation: Hold the phone in Landscape mode (with the top of the phone facing left). Vertical photos may appear upside down.
• Surface for ID: Place the ID on a dark, flat surface in a well-lit area. Avoid direct overhead lights to prevent glare.
• Surface for Passport: Place the passport cover on a light, flat surface in a well-lit area. Avoid direct overhead lights to prevent glare.
• Framing: Position the camera directly over the ID (not at an angle). Fill the screen, but ensure all four corners of the ID and a small border of the background are visible.
• Passports: Flatten the document and capture only the bottom photo page. Ensure no glare obscures the text or your photo.

Post-Verification & Results

Final Approval

After the Signer completes their steps, the Notary may need to click Track to refresh the status. Once successful, the status PASSED will appear next to the Signer's name.

Accessing Records

Once the session is closed, you can find the verification data on the Meeting Details page:

• Notary Journal Tab: View detailed results and confirmation that Credential Analysis was completed. Learn more about the Notary Journal here.
• Documents Tab: Download the uploaded ID images for your records.

Frequently Asked Questions

Can the Signer use a paper copy of their ID? No, paper copies are not accepted.

Why is the Signer's photo being rejected? Think of this like a mobile bank deposit. If it fails, try these troubleshooting steps:

• Wipe the camera lens to remove smudges.
• Turn off the camera flash to eliminate glare.
• Ensure the background is dark and the ID is flat.
• Ensure the lighting is natural and not reflecting directly off the ID's plastic surface.