📱 Updating a Signer's Phone Number During an IPEN Meeting

If you are conducting an In-Person Electronic Notarization (IPEN) and discover the signer's phone number is incorrect (preventing the delivery of the verification code/link), you can update the number without closing the active meeting session.

✅ Step-by-Step Guide for Notary

Follow these steps to quickly update the phone number and retry sending the verification code:

1. Switch Tabs: The live IPEN meeting is typically running in a second browser tab. Switch back to the original browser tab where the Meeting Details page is located.
2. Locate the Signer: On the Meeting Details page, find the name of the Signer whose phone number needs correction.
3. Edit the Signer's Details:
   • Click the More actions button next to the Signer's name.
   • Select Edit.
4. Update and Save:
   • Enter the correct phone number in the edit field.
   • Click Save.
5. Return to the Meeting: Switch back to the tab with the live meeting.
6. Resend Verification: Attempt to send the verification code or link again. The system will now use the corrected, saved phone number.