Join a Scheduled Meeting

Overview

Learn to answer incoming customer calls from your Proof account or reassign a meeting to another notary.

Each notary on your team can view their scheduled meetings right from their dashboard:

• Unscheduled Meetings capture all incoming calls for transactions given a Date Window for completion.
• Scheduled Meetings reflect meetings in the next three days where the transaction was given a specific date and time using the Scheduled Date option.

🎯Primary Audience: In-House Notaries (IHN)

Join a Scheduled Meeting

Log in to your Proof account to complete the steps below.

1. Click Meetings from the navigation panel on the left:
   • If you don't see the panel, click the caret to expand it.
2. Click Join Meeting to begin the signing session:
   • If you need to reassign the meeting to a colleague or the Notarize Network, go to Reassign a Meeting. 

Reassign a Meeting

If you're assigned to an upcoming closing that you cannot attend, you can reassign it:

• Click Reassign (instead of Join Meeting, on the right of the transaction)
• The Reassign Transaction box appears, allowing you to select Internal Notary or Notarize. If you choose Internal Notary, you can select a specific notary from your company, or you can choose "Unassigned".
• Click Save

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