Proof

Notary & ID Verification Meetings – Proof Help Center

The Notary & ID Verification Meetings – Proof Help Center provides detailed guidance on preparing for and conducting online notarization and verification meetings, including hardware/software requirements, enabling audio/video permissions, joining meetings in various roles (such as witness or agent), using in-meeting tools like signature management and chat, and troubleshooting common technical issues.

Prepare for or conduct notary meetings, enable audio/video, join meetings, use in-meeting tools, add or be a witness, complete verification and notarization.

Topics Covered

  • Verify Meetings

    • Meeting Overview for Verify Agents: As a Verify agent, you'll use specialized tools and processes to conduct meetings.

  • Pre-Meeting Setup

    • Required Hardware and Software to Complete Transactions on Proof: To complete a transaction, ensure you have the necessary hardware and software.
    • Enable Camera and Microphone in a Browser: Your browser needs permission to access your camera and microphone to begin notarization.
    • If Your Camera or Microphone Isn't Working on Mobile: Your mobile browser needs permission for audio/video; troubleshooting steps are available.
    • Enable Camera and Microphone for Notarize App: Use a smartphone to meet with a notary for online notarization.

  • Join a Meeting

    • Join a Meeting as a Closing Contact: Instructions for closing contacts to join real estate notary meetings.
    • Act as a Credible Identifying Witness: Guidance for those asked to be a credible witness in a meeting.
    • Meet With a Spanish-Speaking Notary: Steps to join a meeting with a Spanish-speaking notary.
    • Be a Document Witness: How to witness a notarized document during a meeting.
    • Act as an Agent for a Verify Transaction: How organizations can participate as agents in Verify transactions.
    • Use Your Phone for Audio During a Meeting: Instructions for using your phone for audio if computer audio isn't working.

  • In-Meeting Tools

    • Manage Your Signature and Initials During a Meeting: How to manage your signature and initials during a meeting.
    • Create Your Signature or Initials: Steps to create your signature and initials for use in meetings.
    • Send Messages to Meeting Participants with In-Meeting Chat: Use in-meeting chat to communicate with participants.
    • Capture Your ID with a Computer Camera: Capture a clear photo of your government-issued ID during a meeting.
    • Upload a Document During a Meeting: Upload or replace documents during a meeting.
    • Call Closing Contacts During a Meeting: How to call closing contacts during a real estate notary meeting.

If you need further assistance, you can submit a request for support.