Step-by-Step Guide: Creating a Meeting

This guide provides step-by-step instructions for creating all three meeting types on the Stavvy platform:

Initiating the Meeting Creation

To begin, click + Create Meeting on the Meetings Page or click + Create New at the top left of any screen in Stavvy, then select the meeting type.

Meeting Details

The information required on the first screen varies slightly based on the meeting type you selected:

Note on Meeting Length: This field does not restrict the actual time of the meeting; it is used only to place a time block on the participants' calendars.

Participants & Notary Selection

Select Notary: Choose the Notary who will facilitate the closing. An in-house Notary can be selected, or if your account is connected to a Signing Service, click +Notary Signing Service.

Notary Approval Status: Approved Notaries will have (Approved) beside their name. A Notary cannot be assigned until their profile is approved by Stavvy.

Add Attendees (Signers or Observers): Add all required participants.

• Signers: Each signer must have a unique email address.
• Observers: Add an Observer for any party who needs to attend but does not need to sign. (See more [here]).

Document Upload

Upload Meeting Documents: Upload all required closing documents.

After Creation: Once the meeting is created, all participants (Notary, signers, observers) will automatically receive an email invitation with a button to join the session at the scheduled date/time.

Document Annotations

Annotate Documents: Follow the instructions here to annotate the documents with signer fields, notary blocks, and initials.

Document Management Note: Documents can be uploaded to the meeting at any time from the Meeting Details page. Simply navigate to the Meeting Details page, click the Upload button, and then click the ellipses (three dots) to select View and annotate to annotate the document.