CREATE AN IDENTITY FILE (IF)

01

Create a new account on the app. Follow the instructions and be sure to select the “user type” on the first page. When filling out your information be sure to choose the user type. You are either the notary or the signer or the closing agent. If you are a DocuGuard closing agent and the notary for the transaction please select closing agent. If there is a separate notary attending the settlement they do not have to be a licensed DocuGuard for you to create an identity file if you are a DocuGuard closing agent. Remember you are memorializing all of the participants to the transaction and DocuGuard will do the rest.

02

Continue to enter your information and be sure to read and agree to the terms and conditions.

CREATE A CERTIFIED NOTARY FILE (CNF)

Be certain that you have paid for the new Certified Notary File CNF by choosing “open a new file number”. You will need the file number DocuGuard provides you with after payment or pick one from the journal.

Choose CREATE CERTIFIED NOTARY FILE (CNF) from the menu.

01

Select "Enter CNF Number" and then select the file you paid for and chose CONFIRM. Select NEXT.

02

Add any additional signer's names at this point in the process. Select NEXT. Take a photo of the first signer. Enter the signer’s name, email address, phone number, address and then select the type of identification used. You will then be prompted to upload a photocopy of the identification. Next select the expiration date of the identification. When completed the app will give you the option of adding more signers. To continue select “next” to go to step 3

03

Enter the number of pages of the document being signed and notarized. Next you will be prompted to upload the first page of the unsigned document by taking a scan of it. Next select “confirm” on the bottom of the screen. For each page of the document upload an image until completed. When all pages are uploaded select “createpdf”. Perform the same procedure for uploading all pages of the signed document. Choose the state license that you are using for this acknowledgment. Select “next” and the app will move to a mapping page where you simply choose “save” to store your location. You have now completed the DocuGuard certification! You will see your cnf again on this page. Please wait for your approval from DocuGuard staff or instructions for corrections needed.

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