IPEN Overview

Whether you are creating a new standalone meeting or creating a meeting from a file/order, IPEN is available for your transaction. Read below to learn more! 

What is IPEN?

• IPEN = In-Person Electronic Notarization
• IPEN is an electronic notarization meeting held in person. While at the same physical location, the client and notary signatures, as well as the notary seal, are applied electronically on one device.

How to prepare an IPEN Meeting in Stavvy

• On a computer or laptop and within Stavvy, click Create New at the top left corner
• Select IPEN

• Add details of the IPEN meeting, including meeting type, property address, date and time of the meeting, and physical location address of the meeting, click Next once finished 

• Add Attendee Details for the signers and Notary, click Create once finished
  
  • Note: Phone number is a required field for signers as they will be sent a verification code during the meeting as an ID verification measure.
• Once the IPEN meeting is created, an invitation email is sent to signers and the notary, providing details such as the date, time, and address of the meeting. They are able to add the invitation to their personal calendar.
• Prepare Documents to be signed at the Meeting
  • Add and tag documents with annotations for electronic signatures and seals. Instructions here
    

How to conduct an IPEN Meeting in Stavvy

• At the date and time of the meeting, you will meet your client at the agreed upon date, time and location
• Login to Stavvy, and from the IPEN Meeting, click Join
• Take note of the Closing Agenda, and click Start Closing

• Authenticate each Signer by sending them a verification code. Note that they will receive this verification code by text message

• Further authenticate each Signer with their government-issued ID (driver's license, passport, state ID). They are able to upload their ID using a phone with a camera (process here), or you may select Show ID in-person and make a copy of the ID using your own method

• Signer(s) will review and accept the eConsent terms and conditions
• Signer(s) will review the document(s) and apply all annotations (signatures, initials, etc)
• Notary will apply all annotations (signature, seal, etc)
• Click Back to Meeting Details to download the certified documents, audit trail, and review the Notary Journal for the Meeting

• The Notary Journal contains a Notary Notes text field that can be used to input additional signer information required by your state when the ID is manually verified in person.
  • This includes but is not limited to, the signer's address, ID expiration date, ID issue date, or government agency that issued the ID. (edited) 

Watch Demonstration Below: