RON Notary Onboarding Checklist

Snapdocs | RON Help Center

Snapdocs RON

Managing saved initials: uploading, editing, and removing

Cursor sharing in a live ceremony

Understanding eSignature folders in Snapdocs RON (formerly Pactima)

Managing saved stamps: uploading, editing, and removing

Chatting during a live ceremony

Updating Your Notary Public Profile

File size limits you can upload

Renaming documents during preparation

Creating a custom brand theme

Setting up two-factor authentication with an authenticator app

Rescinding or Resending a Team Invitation in Snapdocs RON (formerly Pactima)

View billing usage in Snapdocs RON (formerly Pactima)

Managing auto contact addition in Contacts Book

Adding balances to your billing account

Managing invoices in Snapdocs RON (formerly Pactima): generate on-demand invoices, download invoice PDFs, and download receipts

Understanding the Contacts Book

Inviting a person to join your team in Snapdocs RON (formerly Pactima)

Enforcing unique document names during documents upload

Change a team name in Snapdocs RON (formerly Pactima)

Deleting a team in Snapdocs RON (formerly Pactima)

Modifying your email address in Snapdocs RON (formerly Pactima)

Adding internal billing receipt notes for eSignature packages

Rotating documents

Viewing and downloading audit trail during Live eSignature ceremony

Removing a signer after a Standard eSignature package has been sent

2024.July Release: Notary of record, amending completed packages, force sign, and notary public profile updates

Editing advanced options during preparation

Creating a team group

Add a team member to a team group

Creating an eSignature folder in Snapdocs RON (formerly Pactima)

Removing a PKI certificate

2023.November.12 Release: Help Website, Shared Folders, and Bug Fixes

IdenTrust PKI Certificate Resources for Snapdocs RON (formerly Pactima): Purchasing, Import, and Export

Setting a default custom brand theme

Sending signing email reminders

Rapid editing during a live eSignature ceremony

Managing Google authentication connection

Modifying the Role of a Team Member within a Team

Adding recipients during preparation and setting up a signing order for eSignatures

Adding or updating documents during live ceremony

Modifying joint signers group after an eSignature package has been sent or scheduled

Setting a default credit card

Advanced options for RON

Previewing an eSignature package after it’s been sent or scheduled

Hosting Your First Remote Online Notarization (RON) Ceremony with Snapdocs RON (formerly Pactima)

Sending your first Standard eSignature package

Modifying your name in your account

List of supported documents you can upload

How a signer can fulfil an attachment request

Removing a contact from your Contacts Book

Understanding Joint Signers group

Editing advanced options for in-flight eSignature packages

Managing your registered phone number in Snapdocs RON (formerly Pactima) (creating, editing, or removing)

Understanding live editing modes: Full Live Editing vs Rapid Editing

Managing eNotary Journal Outside a Live Session

Sending Your First Live eSignature™ Package

Creating a team in Snapdocs RON (formerly Pactima)

Optional signing fields

Renaming a team group in Snapdocs RON (formerly Pactima)

Viewing receipts in Snapdocs RON (formerly Pactima)

Bulk team member invitation in Snapdocs RON (formerly Pactima)

Switching an eSignature package kind

How to download receipts in PDF format

Obtaining a Signing Link for Specific Signers

Enabling or disabling video recording in a live eSignature ceremony

Advanced downloading of an eSignature package

Applying annotations during a Live eSignatures ceremony

Overview of End-to-End Identity Verification From Request to Fulfilment

Rescheduling or cancelling Live eSignature during the signing ceremony

Change eSignature package kind during live ceremony

Managing coupons on your Snapdocs RON (formerly Pactima) account

Viewing and managing KBA and IDV outside of a live RON session

Smart replication of signing fields

Managing folder location of a package (assigning, de-assigning, removing from folder)

Change a team member's group

Viewing and downloading audit trail

Replacing an uploaded document

How to enforce internal receipt note entry

Cancelling an eSignature package

Managing package ownership in eSignature folders (claiming or transferring to teammate)

How to Use Force Sign in Snapdocs RON (formerly Pactima)

Applying annotations during preparation

Managing joint signers group during live ceremony

Editing Signer Info for an In-Flight Package

Deleting a Custom Brand Theme

Adding a Coupon to Your Account

Modifying login password

Updating a contact in your Contacts Book

Prefilling Text Fields in Snapdocs RON (formerly Pactima)

Modifying global preferences

How to Find and Share Your Snapdocs RON (formerly Pactima) Referral Code

Deleting a folder in Snapdocs RON (formerly Pactima) eSignatures

Adding a US Bank Account as a Form of Payment Method

Remove a credit card from your account

How to Upload Multiple Documents with Zip Files

Creating Your Notary Public Profile

Managing members in a folder: adding, removing, or updating access

Deleting a team group in Snapdocs RON (formerly Pactima)

Download eNotary Journal in Snapdocs RON (formerly Pactima)

Adding a credit card to your Snapdocs RON (formerly Pactima) account

Editing advanced options during a Live eSignatures ceremony

Sorting uploaded files

Managing team-wide branding

Download video recording of live ceremony

Configuring Signing Order for Standard eSignatures

Managing notification preferences

Deleting documents during the preparation

Accepting a team invitation in Snapdocs RON (formerly Pactima)

Getting help from Snapdocs RON (formerly Pactima)'s Support team during live ceremony

Adding signing fields to a document

Configuring your camera and microphone in your browser

Keyboard shortcuts for signing fields during preparation

Viewing and managing eNotary validations (IDV & KBA) inside a live RON session

Modifying participants (signers/observers) during live ceremony

Redrafting an eSignature package

Uploading a PKI certificate to your account

Aligning signing fields

Managing Video Conferencing Mode During a Live Ceremony

Sending Your First RON Package in Snapdocs RON (formerly Pactima)

Creating attachments requests

Uploading attachments during live ceremony

Custom fields and custom field groups

Understanding attachments and attachments requests

Configuring your camera and microphone for your mobile devices

How to start live editing during a live eSignature ceremony

Managing a team group's custom brand in Snapdocs RON (formerly Pactima)

Modifying a custom brand theme

Enabling default advanced eSignature options

Manually add a contact to your Contacts Book

Recipient types

Viewing and downloading attachments

Viewing current account balance

How to Generate a Notary Public Exemplar in Snapdocs RON (formerly Pactima)

Setting up eNotary validation requirements (KBA & IDV) for signers

Navigation in a live ceremony

Creating joint signers group during preparation

Modifying video or audio configuration for a live ceremony

Amending a Completed eSignature Package

Managing saved signatures: uploading, editing, and removing

Types of signing fields

Viewing or downloading a completed eSignature package

Managing documents

Identity Verification

eSignatures Fundamentals

Getting started with Identity Verification

Auxiliary functions during live ceremony

Team Management

Advanced eSignature options

Auxiliary functions for RON packages

Video recording

Advanced auxiliary functionalities

Team groups

Account security

Basic Internal team management

Camera configuration and troubleshooting

Attachments

Managing payment methods

Managing recipients

eSignatures Functionalities

eSignature Folders

Custom branding and brand themes

Contacts book

PKI Certificate Management

Account Management

2023 Releases

2024 Releases

Remote Online Notarization

Account balances

Billing

eNotary Authentication (IDV and KBA)

Release Notes

Personal information management

Advanced team management

Account preferences

Notary Public Profile

eNotary Journal

Getting started with RON

Getting Started

Joint signers group

Receipts, invoices, and usage tracking

Annotations

Audit trails

Live editing

Referrals

Coupons

Signing fields

Navigating during live ceremony

Personal locker: saved stamps, signatures, and initials

Efficiently manage your financial dealings in Pactima. This includes handling payment methods, tracking billing and usage, utilizing coupons for savings, understanding account balances, and making the most of referral benefits.

Billing: Receipts, invoices, and usage tracking

Keep up-to-date with Pactima's latest features, improvements, and bug fixes. Our release notes offer concise overviews of each update, helping you stay informed about the platform's evolving capabilities.

Learn comprehensive strategies for managing your team within Pactima. This includes setting up team structures, managing team groups, and effectively using eSignature folders to streamline collaboration and document handling.

Team Management & Collaboration: Advanced team management

Team Management & Collaboration: Basic Internal team management

Team Management & Collaboration: eSignature Folders

Team Management & Collaboration: Team groups

Tailor your Pactima account to your needs, focusing on updating personal information, enhancing security measures, applying custom branding, managing your personal locker with digital assets, handling PKI certificates, organizing contacts, and setting personalized account preferences.

Account Management: Custom branding and brand themes