✏️ Editing IPEN Annotations During a Live Meeting

This guide outlines the steps for a Notary or Host to quickly and seamlessly edit or adjust annotations (fields, tags, etc.) on documents during an active In-Person Electronic Notarization (IPEN) signing meeting.

Real-Time Annotation Editing Procedure

Follow these steps to make necessary annotation adjustments without interrupting the live signing flow:

1. Open the Meeting Details Page: While keeping the live IPEN meeting open in its current browser tab, click the other Stavvy tab where you initially clicked "Join Meeting". 
2. Access the Document Annotator:
   • On the Meeting Details page, select the Documents tab.
   • From the available options, select View and Annotate from the dropdown menu.
3. Initiate Editing Mode:
   • Once the document viewer loads, click the Make Changes button, located in the top-right corner. This unlocks the document for editing.
4. Adjust Annotations:
   • Make all necessary adjustments to the annotations (e.g., moving fields, adding or deleting tags, or correcting placement).
5. Save and Confirm Changes:
   • After completing your edits, you must click the Mark Ready to Sign button. This action saves the changes and pushes the updated annotations back to the live meeting interface.
6. Verify in the Meeting:
   • Click back to the live Meeting tab. You will see that the document in the signer's view has been updated in real-time with the changes you just saved.
7. Continue the Meeting:
   • Proceed with the signing meeting as normal, starting from the point where the changes were introduced.

Key Notes

• This process allows you to fix mistakes or make minor adjustments without ending and restarting the meeting.
• Ensure you always click Mark Ready to Sign to successfully save and publish the changes to the live session.