Explore how a notary session request goes between milestones from creation till successful completion.
Organization Setup
- Monthly billing via invoice – ON
- Add witnesses to a notary session – ON
Session Details
- Session Participants – one signer
- Session Documents – PDF file, General Power of Attorney
Flow
| Step | Screen Preview |
1. Accepting Invitation | |
1.1 The client receives an email invitation with the session details and a direct link to a notary session. Session status: Invite Sent Active agent: Client |  |
| 1.2 The client creates a OneNotary account or logs in if they already have one. Session status: Invite Sent Active agent: Client |  |
| 1.3 The portal prompts the client to verify if their equipment is sufficient for the notary session. The client needs to allow the browser to use their camera, speakers, and microphone. If the browser can't access the hardware, the session can not take place. Session status: Draft Active agent: Client |  |
2. Preparing for the Online Notary Session | |
| 2.1 The client reviews the session participants. Session status: Draft Active agent: Client |  |
| 2.2 The client reviews the session documents. Session status: Draft Active agent: Client |  |
| 2.3 The client enters personal information so the portal can generate knowledge base authentication (KBA) questions for the client. Session status: Identity Verification Active agent: Client |  |
| 2.4 The client starts identity verification using the generated KBA questions. They should answer at least four questions correctly within 2 minutes to pass the verification. If they answer only three questions correctly, they will get a second chance. If the identity verification fails, they will be locked for 24 hours. Session status: Identity Verification Active agent: Client |  |
2.4 The client starts an ID verification. The portal prompts the client to move to a smartphone and open a link sent over SMS or email. Session status: ID Verification Active agent: Client |  |
| 2.5 The client enters a one-time password on their smartphone to proceed. Session status: ID Verification Active agent: Client |  |
| 2.6 The client reads instructions and takes a picture of their photo ID. If the picture of the photo ID is not readable, the credential analysis engine may reject it. The client has five attempts to take a good picture. Session status: ID Verification Active agent: Client |  |
3. Pre-Session | |
3.1 When the identity verification is completed, the client moves to the pre-session screen. The screen asks the client to stand by. Session status: Ready to Start Active agent: Client |  |
3.2 The notary sees the request status change and opens the request to start the session. When the notary starts the session, the client hears an incoming call sound notification and has two minutes to join. If the client does not join the session, the notary contacts the client over email and tries again. They have 12 hours to start the session from the moment identity verification is completed. Session status: Ready to Start Active agent: Notary |  |
4. Session | |
| 4.1 The notary checks the client's photo ID, checks the credential analysis report, matches the photo ID with the client, and presses Confirm button. The notary terminates the session if there are any doubts about the client's identity. Session status: Started Active agent: Notary |  |
4.2 Both the notary and the client join the remote online notary session. The notary guides the client through all steps, overviews the signer placing their signature, and seals it with the notary stamp. Session status: Started Active agent: Notary |  |
| 4.3 When the notarization is completed, the notary closes the session. Session status: Started Active agent: Notary |  |
5. Document Delivery | |
| 5.1 When the session is completed, you receive an email notification and download the notarized from your account. The download link will expire in 7 days after the notarization is completed Session status: Completed Successfully Active agent: Business |  |