Review

  • Review Page

Purpose of This Article​

This guide explains how to use the Review Page in Notary Hub before a signing session starts. The Review Page allows you to manage participants, check documents, adjust field placements, and ensure all necessary elements are correctly positioned before proceeding.

Who Should Use This Guide​

Notaries preparing documents for signing.

Key Takeaways​

  • The Review Page is used to verify document accuracy before signing.

  • Notaries can assign, re-position, resize, or remove fields as needed.

  • Notaries can assign participant roles and add and delete participants.

  • Documents cannot be finalized from the Review Page; this step occurs later in the process.

Step-by-Step Instructions​

Accessing the Review Page​

Instructions Visuals
Log in to Notary Hub and navigate to the "My Signings" page. My Signings
Click the "Review" button next to the upcoming session you would like to view. Review
The review page will show a summary of any documents uploaded when the session was created, an area to upload any new documents, and a sidebar panel to manage participants. Review Page

Managing Participants​

Instructions Visuals
Click the blue "Show Participant List" button in the top right. Show Participant List
The participant sidebar panel will open, displaying a list of all participants. Participant Sidebar
To add a new participant, click the blue "+ Add a Participant" link. Add a Participant
Enter the first name, last name, email, and select the appropriate role for the new participant. Add a Participant
The "Role" field has dropdown options for "Signer" or "Witness." Role
If a participant will be sharing their device with another user, select the option "This person will share audio and video with the customer" and then choose the participant from the dropdown menu. Share Device
You can also select "This Constituent is known by me personally," which allows you to bypass the authentication step. Use this option only if you have a personal relationship with the participant, as it carries legal responsibility. Known by Me
Note: for existing users, the "Known by Me" checkbox is by their name on the left sidebar. Known by Me
To resend an email invitation to a particpant, click the comment icon under their name. Resend Invitation
To remove a participant, click the trash icon under their name. Remove Participant
You can also edit which user will be charged for the session. Select the radio button "This user will be charged " under their name. User Charged

Review and Preparing Documents for Signing​

Instructions Visuals
To upload a new document, click the "Upload a File" button, or drag-and-drop it into the blue outlined rectangle. Add Document
Select the file from your computer and click "Open." Upload a File
To delete an existing document, click the three dots next to that document, and select "Delete." Delete Document
To assign fields to a document, click on the document you would like to customize. Select Document
Here you will see a preview of your document. Review to ensure accuracy. Document Details
Click the dropdown menu under "Form Fields for" to choose which participant to assign fields to. Assign Form Fields
Drag-and-drop the desired fields onto the document. Drag-and-Drop
To move a field, hover over it until the cursor changes to a four-way arrow, then click and drag it to the correct position. You can resize the field by dragging the blue control handles on its edges and corners. To delete a field, hover over it and click the trash can icon. Edit Form Fields
When you are finished, click on the <-- Documents link to return to the main review page. Final Document

Frequently Asked Questions (FAQ)​

  • Q: What is the purpose of the Review Page?

    • A: The Review Page allows notaries to verify participant details, review documents, and make necessary adjustments before the signing session begins.

  • Q: Can I add or remove participants from the Review Page?

    • A: Yes, you can add or remove signers and witnesses before the session starts.

  • Q: Can I resend an invitation to a participant from the Review Page?

    • A: Yes, you can resend an email invitation by clicking the comment icon under the participant’s name.

  • Q: What if I need to replace a document before the session?

    • A: If a document is incorrect, you must delete it and upload the correct version before the session starts.

  • Q: Can I pre-assign fields to signers before the session?

    • A: Yes, you can drag and drop fields onto the document and assign them to signers before starting the session.

  • Q: What happens if I don’t prepare the documents before the session?

    • A: You can still add fields during the signing session, but preparing them in advance will streamline the process.

  • Q: What should I do if a participant is sharing their device with another user?

    • A: Select the radio button next to "This person will share the audio and video with the customer" and choose the participant from the dropdown menu.

  • Q: Can I start the signing session from the Review Page?

    • A: Yes, but only if the session is "Upcoming" and starting in the next 10 minutes. There is a blue "Go to Signing" button in the top right corner. Use this to start the session from the review page. If the button is unavailable, you may need to wait until you are closer to the session start time.

  • Q: What if I need to make last-minute changes to the signing session?

    • A: You can update participant details and documents before starting the session and even during the session itself.

  • Q: Can I edit a participant’s details on the Review Page?

    • A: No. If edits need to be made to a participant's details, you will need to remove the participant and re-invite them with the correct information.

  • Q: Can I preview the document before the session begins?

    • A: Yes, the Review Page allows you to open and review each document to ensure accuracy.

  • Q: How do I handle technical issues on the Review Page?

    • A: Refresh your browser, check your internet connection, and ensure all required fields are completed before proceeding.

  • Q: Will all participants be notified when I make changes on the Review Page?

    • A: Some changes, such as adding or removing participants, may trigger email notifications, while others will only take effect when the session starts.

  • Q: Is there a time limit to how long I can stay on the Review Page?

    • A: No, but inactive sessions may time out due to security settings.

  • Q: Can I return to the Review Page after starting the session?

    • A: No, once you proceed to the signing session, you cannot return to the Review Page.

Additional Resources​