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Remote Online Notarization: What Clients Should Prepare Before the Session
Remote online notarization can make notarization more accessible by allowing eligible signers to appear before an authorized online notary through an approved technology platform.
For owners and managers, the practical question is not whether the topic sounds important. It is whether the organization can apply it in a way that improves decisions, reduces risk, strengthens execution, or creates a better client experience. The following framework focuses on practical implementation rather than theory.
Confirm the document is eligible
Not every document or receiving organization handles electronic notarization the same way. Confirm acceptance requirements with the receiving party before scheduling.
Requirements can vary by document and jurisdiction, so preparation should be confirmed before the appointment or submission.
Prepare valid identification
Online notarization platforms typically use identity verification controls in addition to the notary’s visual review. The signer should have current identification and access to the information required by the platform.
Requirements can vary by document and jurisdiction, so preparation should be confirmed before the appointment or submission.
Use a reliable device and connection
A computer or mobile device with a working camera, microphone, and stable internet connection helps prevent interruptions during the audio-video session.
Requirements can vary by document and jurisdiction, so preparation should be confirmed before the appointment or submission.
Keep the document complete but unsigned
The signer generally should not sign the document before appearing unless specifically instructed under the applicable process. The notary must witness the required act.
Requirements can vary by document and jurisdiction, so preparation should be confirmed before the appointment or submission.
Plan for platform and legal requirements
Remote notarization rules differ by state and platform. A commissioned online notary should follow the requirements that apply to the notarization, including records and electronic certificate procedures.
Requirements can vary by document and jurisdiction, so preparation should be confirmed before the appointment or submission.
Practical next step
Confirm the document, signer identification, witness needs, destination requirements, and timing before the appointment. Preparation prevents most avoidable delays.
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