For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt
Hosting Your First Remote Online Notarization (RON) Ceremony with Snapdocs RON (formerly Pactima)
Ensure both your camera and microphone are functional before the session starts. Snapdocs RON (formerly Pactima)’s interface will show both you and your client during the session, and all RON sessions are automatically recorded for compliance.
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1. **Prepare for the session**
- Confirm your camera and microphone are working.
- Be aware that the session is recorded automatically.
2. **Navigate the interface**
- Use the options at the top left for navigation and recording controls.
- Move through the document with page-by-page navigation.
3. **Manage the document**
- Skip pages if necessary.
- This helps you move efficiently through documents when not every page needs attention.
4. **Collect signatures and place your stamp**
- Your client can add their signature by typing, drawing, or uploading it.
- After they adopt and sign, the signature appears instantly.
- You can then add your notary stamp by uploading a pre-saved stamp from your account.
5. **Edit the document if needed**
- Click **More** to start editing.
- In editing mode, you can:
- move signatures and stamps
- resize them
- add new ones
- invite additional participants
- delete the current document
- replace the document while keeping necessary fields intact
6. **Finish editing and return to the live session**
- Click **Finish Editing** after making changes.
- This resumes the live session and recording.
- You can confirm recording has resumed by checking the icon at the top left.
7. **Lock the document for review**
- Once all fields are completed and signed, click **Lock for Review**.
- This finalizes the document and prevents further changes.
- Every participant must click **Agree** to finalize the document.
8. **Confirm and complete the session**
- As the host, review the document.
- Confirm that all necessary fields are filled.
- Finalize the process to complete the document from the host’s perspective.
9. **End the session**
- End the session when everything is complete.
- This logs out both parties.
- Feedback can be provided at this stage.
10. **Access completed documents**
- Go to **E Notary Completed Packages** to find the completed package.
- There, you can:
- view package details
- download the document
- add your PKI (Public Key Infrastructure) for added security
11. **Review and store records**
- Snapdocs RON (formerly Pactima) stores recordings, verification details, and journal entries for a minimum of five years.
- You can download these records for your reference.