What Does a Remote Online Notarization Actually Look Like?
If you’re new to Remote Online Notarization (RON), you may be wondering:
- What actually happens in a session?
- What do I need to do as a notary?
- What should my client expect?
Whether you’re a solo notary or a business exploring online services, here’s what a typical RON workflow looks like using ProNotary—from the first request to delivering the final document.
Step 1: The Client Reaches Out
Most RON sessions begin when someone contacts you needing a notarization. They may have found your Google Business profile, been referred by a friend, or come from a law firm or real estate office that works with you regularly.
Whatever the source, they send you the document—for example, a parental consent form for a minor. From here, you take the lead.
Step 2: Upload and Tag the Document
You’ll log into your ProNotary dashboard and:
- Upload the document
- Pre-tag the document by placing signature, initial, and notary seal fields
Pro Tip: Make sure the document is fully completed except for signature areas and the notary block. These are finished during the session.
Step 3: Schedule the Appointment and Send the Invite
Once the document is tagged:
- Select a date and time for the session
- Add the signer’s name and email
- Send the invitation link directly through ProNotary
Bonus Tip: Customize the email invitation to explain what the signer should expect. A short explanation helps reduce confusion and increases attendance.
Step 4: Conduct the Online Notarization
On the day of the session:
- Log in a few minutes early
- The signer completes ID verification
- The document automatically loads into the virtual signing room
Once everyone is in the session:
- Greet your client
- Follow your state’s required notary script
- Visually inspect the signer’s ID on-screen
- Select “Begin Signing” to unlock all signature fields
Important: Always ensure the video recording is active. It must capture the ID check, acknowledgments, and the signing process for compliance.
Step 5: Wrap Up and Deliver the Final Document
After the signing is complete:
- End the session by selecting “Lock” and then “Terminate”
- If email delivery is enabled, the completed document is automatically sent to the signer
- You can also retrieve and send the completed document manually from your Notary Journal
Step 6: Access Records Any Time
All completed sessions are stored in your Notary Journal, including:
- The video recording
- The full audit trail
- The completed document
ProNotary securely stores these records for 10 years or as required by your state.