Availability: Business* and Enterprise plans

* - feature is available on the Business plan as a paid add-on.

To add PandaDoc Notary to your account, please reach out to your Account Manager or request a demo here.

Learn more about troubleshooting steps here.

Found out more here about how to prepare for a Notary session.

On the top right, go to the App Switcher by clicking on the dial pad icon and clicking Notary.

To start the session select Start session now, set up your camera and microphone, and join the session.

First, ensure that you have given your browser access to the camera. You will find this icon at the top right in Google Chrome > click “Continue Allowing”.

The system should automatically recognize your audio and video devices. However, if you are unable to see yourself, you can click the ‘gear’ icon and ensure that you have selected the correct output devices.

Depending on which browser you’re using, follow one of these links to set up your camera and microphone:

To set up the camera and microphone in mobile Safari (iOS):

You can also set up permissions in the settings of your device:

If you are using mobile Chrome (Android):

Alternatively, you can allow a camera and microphone for Chome in your device settings:

There are two options for signers to verify their identity:

First, select the default verification method for your Notary sessions. Go to the Profile section in the left panel. Scroll down to 'Verification' and choose your preferred identity verification method. By default, the KBA + ID check option is enabled. Select Save verification settings once done.

To start the identity verification process, click the green Start Signing button. From the menu, you can select the specific signer you want to identify. Click Verify ID to proceed. In the drop-down menu, you can choose Start Verification Process to initiate the Knowledge-Based or Biometric Authentication and Credential Analysis.

In case the signer fails KBA one time, they can try to verify their identity one more time right away. The questions will be different the second time. In case of two failed attempts, the signer will need to wait 24 hours to be able to proceed with KBA.

Here is what your signers will see:

After they successfully have identified themselves, they will begin the credential analysis.

If the signer leaves session, you will see a message "Looks like this signer is not present. Please try again once s/he is back". Click on Verify identity again when the signer rejoins.

Now, as the Notary, you can view the results of the identity verification by clicking on the three dots, and clicking View Identification.

If your signer joins the session with a different email, there is no need to restart the session. There is an option to match signers:

In case you need to invite a participant or a signer to a session, click on +Invite others to this session icon at the top right and copy the invitation link. You can invite as many participants as you need.

To edit a document during the session, switch to edit mode by selecting the pen icon at the bottom menu, edit the document and click on the pen icon again to return to view mode.

To prompt your signers to begin signing the document, click Invite to Sign.

The recipients will then begin the signing process by clicking Start and it will run them through their designated areas. You will know that they are signing by the status of 'Signing'.

Once they have placed their signature on the document, they will click Finish.

After they have signed, you can click Start Signing and click Finish at the bottom once you place your signature and stamp. You have both now signed, and you will see 'Woo hoo! Notarized' message at the right top of your screen.

When something goes wrong, you can easily restart a session. After the restart, session participants will see the same document and previously inserted into fields information will be saved (only signature and initials fields will be cleared).

To restart a session click the red phone icon at the lower right and select Restart session.

Once you and your signers have signed the document, it is time to close the session. Do so by clicking the red telephone icon > Leave and end the session.
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If you accidentally ended the session (or it was ended due to the issues) and the document wasn't signed, click on Restart the session. The previous session will be terminated and the new one will be created. The new session will have the same participants and all of them will get an email notification to join the new session. The document will keep all the fields — no need to create it from the scratch. If the document was signed by any of the participants, the fields will be cleared.

Want to learn more about notarizing documents through PandaDoc? Check out our Online Notarization with PandaDoc Notary course on the PandaDoc Learning Academy!