Sending your first RON package

Here's a short guide will walk you through sending your first RON package on Pactima with simplicity and ease:

A Step-by-Step Process to Send a RON Package:

1. Initiate the Process:

   • After logging in to 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 (e.g., James Bond).
   • 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.