Review the walkthrough below to see the Signer's view of our new ID verification experience!
Logging In (This process remains unchanged)
The signer will access the login page upon clicking the link in the meeting invite email:
Upon clicking Submit, Stavvy will generate a one time passcode via email to the signer and the signer will input that one time passcode here:
After successfully entering the one time passcode, the signer will input their phone number. This is used for multi-factor authentication purposes.
A 6 digit code will be sent to that phone number via SMS. The signer has the option to receive the code via phone call instead, if desired. The signer will then input the 6 digit code:
After successfully inputting the 6 digit code, the signer must save their recovery code and acknowledge they have done so. Then they will click Continue.
Joining the Meeting
Now that two factor authentication has been completed- the signer will be directed into Stavvy, where they can configure their audio/video settings:
Once they click Next the signer will be directed to the Waiting Screen if the notary has not yet started the meeting:
Once the notary has started the meeting, the signer must provide eConsent to click Join Meeting:
If your meeting has more than one signer, and multiple signer's would like to join the meeting from one device- on this page, they would select the Me & others option. Then select the additional signer to join with them.
After clicking Join Meeting, the signer will join the notary in the Stavvy Meeting Room:
Signer Verification (ID Scan & KBA)
Once the notary initiates Signer Verification, this modal will display for the signer to input their phone number to receive a text with a link to the ID scan process:
Review this article for ID Verification Requirements.
Once they have successfully uploaded their ID, the signer will see this message and may click Continue:
Review our ID Verification (Credential Analysis) for a full walkthrough of this process!
Clicking Continue will take the signer to the KBA section. The signer must successfully enter the data points below in order to generate KBA questions.
The signer must answer 5 KBA questions in 2 minutes. The remaining time will display in the upper right corner:
Once all 5 questions have been answered, the signer will return to the meeting:
Getting Removed from a Meeting
In the event the notary decides to remove the signer from the meeting, for whatever reason, the signer will receive a message within the meeting notifying them of this and has 10 seconds until they are officially removed:
Once removed from the meeting, the signer will see this page which includes a message that they have been removed:
Signing Documents
Once the notary has made a decision to Pass the signer for verification, a green banner will present at the top of the signer's screen that reads: Your Identity has been verified. Additionally, when the notary initiates signing, a message will display notifying the Signer.
Now the signer can begin signing documents!
Additional helpful signer resources:
- Signer's Guide to Joining a Stavvy Meeting
- Signer FAQ
- Siger Portal
- ID Verification Troubleshooting for Signers
- How can Signers Access Signed Documents?
Still have questions? Reach out to support@stavvy.com!
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