Adobe | In-House Notary Meeting Overview – Proof Help Center

Overview

A guide for Adobe Sign Enterprise users to learn how their notaries will complete a meeting on Notarize with Proof.

Need to Know

Notaries are notified of upcoming meetings via SMS text message once the signer opens the document and fills out their information.

It's highly recommended that notaries and signers coordinate the date and time of their notarization meetings to ensure the availability of both parties.

💡 Turning on the optional Overflow feature allows your signers to meet with an independent contractor from the On-Demand Notary (ODN) Network if they’ve been waiting in the queue.

⚠️ If you select Personally Known to Notary as the form of identity verification, Overflow is not available on that transaction. Review Adobe | Personally Known to Notary

ℹ️ There will be no charge for a terminated meeting. Only completed transactions incur charges.

Step 1

To start the notary meeting, notaries log in to their Proof account using their credentials.

Step 2

Once logged in, the notary clicks Let’s GO to start their shift. Notaries are then prompted to check and confirm their audio & video settings.

Step 3

After confirming audio and video settings, the notary is taken to their homepage. Their signers will be queued in the Business Session in the upper right box.

Notaries are alerted that a signer is waiting in the queue with an audible ring. To start the meeting, the notary selects the name of the signer.

Step 4

After selecting the signer’s name, a new window opens, and the remote notary meeting begins. The notary starts by checking the ID of the signer:

If the notary indicates that they personally know the signer, Go to Step 6
- Review Adobe | Personally Known to Notary for more information

The notary clicks the kebab menu (3 vertical dots) underneath the signer’s video box to check the signer's ID and selects Check ID from the dropdown menu that appears.

Step 5

The notary is prompted to verify the signer’s ID.

⚠️ It's the notary's responsibility to confirm that the person appearing before them is the same person on the identification provided.

Once finished, the notary exits the ID verification window by first selecting Complete ID Validation, then Exit Identity Verification.

Step 6

Now the notary can begin notarizing the document with the signer. When finished, the notary clicks Complete to end the meeting at the top right of the page.

ℹ️ If the notary tries to end a meeting with missing fields and/or requirements, a window appears to give them the opportunity to return to the meeting to complete the missing requirements or complete the meeting anyway.

Step 7

Upon completion, the notary is returned to the Send & Manage tab. They can access the notarized document by selecting the transaction and downloading it from the Documents Tab.

If the notary needs to cancel or terminate the meeting, they can select the Terminate button in the upper left corner. Then they click Terminate in the pop-up window to confirm.

Still have questions you can't find answers to? Click the chat icon in the corner of your screen to start a chat or send us an email at support@proof.com!

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