Correcting Notary Annotations AFTER an IPEN Meeting – Stavvy Help Center

Follow the steps below for best practices on adding Notary annotations after Documents have been finalized

If you need to add a missing signature, initial, text field, or checkbox for your client, click HERE

1. From the Meeting Detail page, click on Actions > Add meeting

2. Uncheck the Signer from the new meeting

3. Add yourself as an additional Signer (or add someone from your office as a signer), providing a dummy email for yourself such as johndoe@noemail.com.

4. Locate the document that needs to be updated and select View.

Screenshot 2025-02-26 at 4.20.22 PM.png

5. From here, click Unlock for Editing

6. Add missing Notary annotation

7. Click Mark Ready to Sign Screenshot 2024-09-24 at 9.45.03 AM.png

Note: All Date annotations on the document will be updated to reflect the date the document was finalized. If this date is different from the original meeting date with the signer, delete their Date annotation and add a Text Field annotation to enter the date they signed the document.

Be sure you do not remove the Client's signature, or they will need to sign the documents again!

8. From the Meeting Details page, click Join on the new meeting

9. Click on the newly added notary annotation to complete and apply the annotations

10. When finished click the, Finish signing button

Screenshot 2025-01-17 at 11.40.34 AM.png

11. You will see the IPEN Complete confirmation page

Screenshot 2025-01-17 at 11.41.29 AM.png

12. Return to the Documents tab to review your documents

Screenshot 2025-02-26 at 4.26.29 PM.png

Please note: Two versions of the document will now show on the audit trail, one will be the old document version, and one will have the newly added annotations

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Follow the steps below for best practices on adding Notary annotations after Documents have been finalized

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