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Upload a Document During a Meeting

Casey Birkholz
  • Updated

Overview

Steps to upload a document during a meeting with a notary. The notary may prompt you to upload a document for one of the following two reasons:

  • The company that initiated your transaction requests that you include supplemental documents with your completed Proof package.
  • The documents were uploaded incorrectly the first time (sideways, upside down, missing a page, etc.)
ℹ️ You can rotate a document if you scan it using a mobile device. You can scan a document using a mobile device before or during a meeting.
🎯Primary Audience: Signers

Requirements

To use this feature, you must:

  • Use a personal account (not a business account).
  • Be prompted to upload the document by the notary. 

Procedure

  1. Select the document's title at the top of the meeting to open the dropdown menu and details.
  2. Select Request Document Upload from the dropdown menu.
  3. Respond to the prompt to upload your document using your web browser or mobile app as instructed below.

If you need to rotate the document after uploading, rotate the before placing any fields. To rotate:

  • Click the rotate button (an arrow circling to the right) to the right of the document before placing any fields.
    • If you don't see the rotate button, click the X button in the upper right corner to close the primary tool bar. See the gif below for a demonstration.

signer rotate page.gif

 

Web browser

A window appears asking you to upload the document. You can either:

  • Drag & drop your file in the region outlined in a dotted line.
    -or-
  • Click the region and browse your files to upload your document.

Mobile app

When the notary requests a new document, you'll see the option to upload a document or scan with camera.

If uploading a document:

  • Minimize the Notarize app to save your document.
  • Select Choose a File, then select your document to upload (or drag & drop your file):
    • The file is uploaded and added to the end of the document tray.
ℹ️ The notary will reject the original document so that the new document can be completed.

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

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