We have updated our signer verification process by providing the notary with additional information to empower the notary to make a more informed decision on the signer's identity. Review the process below.
You will schedule and prepare the meeting in Stavvy as usual. When you're ready to join the meeting, you will log in to Stavvy with your email and password, and MFA-this process has not been changed.
Starting the Meeting
Once successfully logged into Stavvy, you will be directed to the Configuration page, where you may adjust your audio and video settings.
You must select the attestation checkbox, acknowledging you are aware of and in compliance with your state’s VPN laws, in order to proceed:
You are then brought to the Meeting Room where you may click Start Meeting:
Below is the Meeting Room before attendees have joined:
Below is the Meeting Room once attendees have joined:
To verify a Signer, you must click the Verify button and choose either Start Verification or Personally Known.
Start Verification Flow
Upon clicking Start Verification, a modal will appear on your screen. The first step is to take a picture of the Signer holding their ID by clicking the camera icon.
You may retake the photo if needed by clicking the Retake button (there is no limit on attempts.)
Once satisfied, you click Save to proceed.
You will receive this success message.
To track the signer's status, click Track. A modal will display for you to view the signer’s progress with the ID scan and KBA questions.
Click Track at any time to track the signer’s progress in real-time. You are able to close out this modal and reopen it by clicking the Track button again.
Note that the Personally Known option is available to select at the bottom left of the modal.
- Once the signer has completed both the ID scan and KBA questions, the modal will update to display the results.
- Remember that your signer must answer 4 out of 5 KBA questions correctly within the 2-minute time limit in order to receive a Pass.
- They will have 1 more attempt after failing to try again.
- If the signer fails the KBA twice, this will result in an automatic failure of the entire verification process for that signer. This extends to any other meetings the signer might have within the 24 hour period.
- If one signer fails and the other passes, the meeting cannot move forward and will need to be rescheduled for after the 24-hour period has passed.
KBA & Credential Analysis will always display with a Passed or Failed badge.
There are 5 sections for you to review prior to making a decision to Pass or Fail the signer. You are able to expand each section for additional detail. Below are screen shots of each section:
**Images blurred for privacy, you will see the signer's credential analysis, geolocation and unobstructed ID.**
The KBA attempt # and questions answered count are available here:
The ID details are available here:
The signer’s ID goes through several validation checks to ensure its integrity and validity, confirming it is not expired, has a valid layout, the data on the front matches the barcode on the back, the issuing and expiration dates align, and that it was not altered.
Additional details about the SSN are available here:
The signer’s SSN, which the signer inputs to generate KBA questions, is run through a series of validation checks to confirm attributes like the SSN matches the signer’s DOB, the SSN matches the structure of a valid SSN, the SSN is not associated with multiple names, etc.
Details on the signer’s geolocation & IP address are available here:
Geolocation tracking of the signer's IP address to flag any high risk that the IP might be sourced from spamming activities or a bot.
The signer’s ID image, selfie, and comparison score are available here:
Biometric comparison analyzes the front image of the signer’s photo ID against the signer’s selfie, both of which occurred during the signer ID upload process. A comparison score is provided, in the form of a percentage, indicating the confidence level that the two images match. It is considered ideal to be above 70%.
You will select Pass or Fail from the Result dropdown. Review this article for an outline of all possible signer verification results that a notary can expect with this workflow.
If you select Fail, a dropdown with failure categories and a text box will be available for you to input additional detail (both are optional). You will then click Submit.
Failure category options (may select multiple):
If you select Pass, no additional fields willdisplay. You may click Submit.
You may close the modal once you have submitted a Pass or Fail result.
Selecting Personally Known
If the you decide to select Personally Known for the signer, this confirmation modal will display. You must check the checkbox and click confirm to proceed with this action. You have access to select Personally Known at any time.
You also have the option to select Personally Known at any time from the tracking modal. Click the Track button from the left column and click Personally Known at the bottom left of the modal.
You will be unable to click the Start Signing button until all signers have been successfully verified. The button is disabled with a banner explaining the requirements.
Reminder: If one signer fails and the other passes, the meeting cannot move forward and will need to be rescheduled for after the 24-hour period has passed.
Once all signers have successfully passed verification (by you giving a Pass result or selecting Personally Known), you may click the Start Signing button which allows the signer(s) to begin signing the document.
Proceed with the meeting as normal- check out our Notary Guide to Running a Meeting article for a full walkthrough!
Removing an Attendee
- You may remove an attendee at any time.
- To do so, the Notary must click on Edit Attendees and then click Remove.
- The signer is notified with a 10-second warning before they are officially removed.
Modal alerting them they are being removed, with the 10-second countdown
Once removed from the meeting, the signer will see this page with an alert at the top left instructing them to contact the notary to arrange next steps.
If a signer leaves the meeting for any reason, you will be notified with this banner:
Still have questions? Reach out to firstname.lastname@example.org!