When preparing for a RON (Remote Online Notarization) session, setting up the eNotary validation requirements is an essential step to ensure that each signer is properly authenticated. Here's how you can customize the requirements for identity verification (IDV) and Knowledge-Based Authentication (KBA) for each signer.
Step-by-Step Guide:
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Access the RON Session Preparation:
- Log in to your RON platform and begin the process to prepare a new session.
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Enter Signer Details:
- Input the name and email address for each signer in the session.
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Navigate to eNotary Validation Settings:
- Below the contact information, look for the section labeled “eNotary Validation Requirements”.
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Adjust IDV and KBA Settings:
- By default, IDV and KBA are often required for all signers.
- To change these settings, click on the arrow beside the word “Required” for either IDV or KBA.
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Customize Requirements:
- You will see options to “Skip” or make the requirement “Optional”.
- For signers who are personally known and do not require validation, select “Skip” to bypass these steps.
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Save the Settings:
- Confirm the changes to the validation requirements for each signer.
Tips for Adjusting Requirements:
- Always Required: This default setting ensures the highest level of security and verification.
- Skip: Use this option cautiously, typically only for signers who are personally known to the notary and legally exempt from verification.
- Optional: Offers a balance between convenience and security, allowing signers to be verified through alternative means if necessary.
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