Turning ON/OFF the Personally Known feature for Notaries

Why would I use it?

Maintaining compliance with applicable laws and internal company policies is paramount for any organization. At the same time, maintaining a simple, effective customer experience will result in happy, satisfied customers. This feature will allow Stavvy organizations to achieve both in a way they see fit.

Instructions

1. Login to your Stavvy account

2. Select your Name in the upper right corner > click Settings

3. Select the Organization tab

4. Navigate to the Compliance section.

5. Select your desired “personally known” capability:

1. 1. To allow a notary to certify to personal knowledge rather than ID verification and/or KBA, check the box.

   2. To prevent notaries from using personal knowledge for ID verification and KBA, uncheck the box.

6. Navigate to the bottom of the page and select Save Settings

🚨Important Note

Turning these settings on or off is universal to all transactions performed for your organization on the Stavvy platform. It is not possible to apply the settings to individual transactions.

Notary Experience

During the meeting, the Notary will see it listed as an option when they select Verify within a meeting. Once they attempt to select Personally Known, they will be asked to certify they understand the meaning of the action they are taking before proceeding.

Where can I see it?

After the meeting is complete, the audit trail for each document will include this line item: