Concurrent signing

Concurrent signing allows signers to meet with the notary without waiting for other signers to join.

Who can use this

Concurrent signing is available for transactions initiated by organizations (title agents, mortgage lenders, and other businesses) that have this feature enabled by Proof. If you'd like to enable this feature, contact your Customer Success Manager (CSM) or reach out to our Support Team.

Concurrent signing

Signers in a concurrent meeting:

• Can be located in different places.
• Join the same notary meeting.
• Use separate devices.

All annotations must be made during a concurrent meeting, not before. If you want to allow signers to fill out certain fields before the meeting (Sign Ahead), use split signing instead.

Signers may wait in the waiting room until all signers have joined, but if the signer chooses to move forward instead of waiting:

• Additional signers may join after the meeting begins.
• If the first signer completes the meeting without any other signers joining, the transaction becomes a split signing (see below).

If a signer gets disconnected, notaries can remove a signer from the meeting, allowing the meeting to continue with the remaining signer(s) as a split signing. This may be preferable instead of having to terminate the meeting. This option may not be available depending on the organization's settings.

Read more about other types of multiple-signer transactions here.

Compulsory concurrent signing

Use compulsory concurrent signing if all signers are required to sign the document at the same time, whether it's required by the documents, a company policy, or simply a preference. Organizations with concurrent signing may prevent their customers from moving forward without all signers present. 

If an organization opts for compulsory concurrent signing, their customers will not see the option to continue without the others when completing a transaction with multiple signers.

⚠️ Compulsory concurrent signing is set at the account level. It prevents split signing on every transaction you create. If most of your transactions do not require signers to appear together you may want to bypass this option and instruct signers to use the Waiting Room until all signers are ready to complete the transaction.

What to expect

Here is a general overview of what to expect in a concurrent meeting.

• Signers click the link in the email invitation.
• They verify their identities.
• The signers enter the waiting room and wait for the other signers to join.
• Once all the signers are in the waiting room, they can join the notary for the meeting.
  • The signer may have the option to continue without the other signers, changing the meeting to a split signing. 
• During the meeting: 
  • Signers appear in separate video feeds during the meeting. 

  • The signer must be the designated penholder to sign or annotate the document, and so the notary can check their ID.

  • There can only be one penholder at a time.
• Once a signer has completed their own duties, the notary can lock the document as a saving mechanism and the signer may leave the meeting on their own (the notary should not remove the signer).