I have an Order and my signers need multiple meetings- what can I do?

Question

I have two (or more) signers and they are unable to sign at the same time, in the same meeting. How do I accommodate that in Stavvy?

Answer

A meeting can be created for each signer individually in Stavvy.

Instructions

1. From the Orders page, click the Meetings tab 

• Click the + Add meeting button or click the Create button and select Meeting 

Note: The meeting must be created from the Orders page for the Order documents to be imported to the meeting.

2. Select your meeting type

• If you add your meeting via the Create button RON is selected by default 

3. Confirm meeting details are correct

• Select if this will be a: Purchase, Refinance, Equity or Modification

4. Select documents to be added to the meeting 

5. Select a Notary or Notary Signing Service

6. Confirm attendees

• Be sure to include everyone on the file-even those who will join a different meeting. 

7. Click Create and send invites.

Note: Advise the signer(s) that need separate meetings that they should be on the lookout for a second email which will be their actual meeting, not the first email.

8. You are brought to the Meeting Details

• Click More actions and then select Add Meeting

9. Select the Meeting Date, Start Time, and Timezone

• Uncheck the signer(s) that should not be included in this meeting
• Click Create Meeting

If you need additional assistance, click the Help button in the lower right corner in Stavvy or submit a request here.