For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt
Sending Your First RON Package in Snapdocs RON (formerly Pactima)
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**A Step-by-Step Process to Send a RON Package:**
1. **Initiate the Process**:
- After logging in to Snapdocs RON (formerly Pactima), locate and click on the 'eSignatures' tab.
- Find and select the 'Compose' button on the top of the sidebar.
2. **Choose Package Type**:
- Select 'RON' as the package type from the options on the bottom left.
- Click 'Next' to proceed to the next phase.
3. **Upload Documents**:
- Drag and drop your files or click to upload them from your computer.
- Wait for the processing to complete (around 10 seconds).
4. **Add Recipients**:
- The first recipient (Notary of Record) will be automatically filled in with your information.
- To change the Notary of Record, use the dropdown menu to select another team member.
- Add additional recipients by clicking "Add Recipient."
- Choose the role for each recipient (e.g., Signer, Observer, Copy Recipient).
- Set validation requirements for each recipient:
- Enable or disable Identity Verification with biometrics and Knowledge-Based Authentication (KBA).
- If the person is known to you, you can disable these validations.
- Enter the email addresses for all recipients.
- Click "Next" to proceed.
5. **Set Verification Requirements**:
- Determine the level of identity verification required, such as biometric or Knowledge-Based Authentication (KBA).
- You have the option to toggle these settings depending on the familiarity with the signer.
6. **Prepare the Document**:
- Insert signature fields and any other necessary fields like initials for the signer.
- Switch the recipient to yourself to add notary-specific fields, such as your signature and stamp.
7. **Schedule the Session**:
- Set up the time and date for the transaction, which is for organizational purposes until you start the session.
- Synchronize this schedule with your calendar if needed.
8. **Finalize and Send**:
- Enter a session name and, if you wish, a description.
- Once you click 'Schedule', an email is dispatched to the signer for identity verification (IDV and KBA) and to join the session.
**Note**:
- The transaction does not commence until you officially initiate the session, giving you and the recipient adequate time for preparation.
- Make sure to review all details before scheduling the session to ensure a smooth notarization process.