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.
To start the notary meeting, notaries log in to their Proof account using their credentials.
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.
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.
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.
The notary is prompted to verify the signer’s ID.
Once finished, the notary exits the ID verification window by first selecting Complete ID Validation, then Exit Identity Verification.
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.
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.
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