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Troubleshooting PandaDoc Notary technical issues

Updated this week

Biometric and identity verification (KBA)

If you are being prompted for Knowledge-Based Authentication (KBA) instead of Biometrics, please verify the following requirements first:

  • State Location: You must be located in a state that legally allows biometric verification.

  • Settings: Ensure "Biometrics" is explicitly enabled in your account settings.

Technical issue reporting checklist

To resolve rendering issues (blank documents), camera/audio loops, or session glitches, we require the following data points.

Core system information

  • Timestamp: The exact time the issue occurred (including Timezone).

  • User ID: The email address associated with the account.

  • Device Details:

    • Type: Desktop, Laptop, Tablet, or Mobile.

    • Model: (e.g., iPhone 15, Samsung S23, MacBook Pro M2).

    • OS + Version: (e.g., iOS 17.2, Windows 11).

  • Browser Details:

    • Name + Version: (e.g., Chrome v121).

    • Incognito Test: Does the issue persist in an Incognito/Private window?

Issue reproduction

  • Steps to reproduce: A step-by-step sequence of what you clicked before the error appeared.

  • Frequency: Is this a one-off, intermittent, or 100% reproducible?

  • Scope: Does this happen with all documents or just one specific session?

Audio, video, and camera permissions

If you are stuck in a "Permission Loop" or cannot connect your camera:

  • Browser Prompt: Did the browser show a camera/mic permission prompt?

  • User Action: Did you select Allow, Block, or was it Previously Blocked?

  • System Settings: Is the browser app granted camera/mic access in your Computer/Phone System Settings?

Visual evidence requirements

For all interface rendering or "Blank Document" issues, we require:

  • Screenshots: A full-screen capture including the URL bar.

  • Screen recording: Highly recommended for "Live after disconnecting" glitches or permission loops.

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