--- title: "How to Prepare Clients for a Remote Online Notarization" description: "A client who is ready finishes in minutes. A short briefing before the session covers ID, technology, the document and what the notary can and cannot do." url: "https://mcc-solutionsnj.com/notary/guides/prepare-clients-for-a-remote-online-notarization" --- Guide · Updated October 26, 2026 # How to Prepare Clients for a Remote Online Notarization Remote online notarization depends on technology and on identity checks, both of which punish surprises. A clear briefing before the session removes most of the problems. By [Matthew Coleman](/about), MCC Solutions Need this notarized? Sign online from home with no travel fee, or ask for a notary to come to you. The price is shown and confirmed before any work starts, and you can book in about two minutes. [See your price and book](/notary/#order)[Call (908) 444-6373](tel:9084446373) **Related:** [What ID you need for a notary](/notary/guides/what-id-do-you-need-for-a-notary) · [What to expect at a HELOC signing](/notary/guides/heloc-signing-what-to-expect) · [NJ notary fees](/notary/fees) **Free tools:** [Can I get this notarized online?](/notary/can-i-notarize-online) · [Apostille or embassy legalization?](/notary/apostille-finder) ✓ New Jersey commissioned notary, no. 50244803, insured for errors and omissions. [See the credentials](/about/credentials) ## Send the briefing in advance Tell the client what will happen: they will meet the notary on a video call, show identification, answer some identity questions, sign electronically or on paper as the platform requires, and receive the completed document. Explain how long it usually takes and what the notary will ask. A short, written briefing beats a long phone call, because the client can keep it open during the session. ## Check identification and equipment Ask the client to have an unexpired government-issued photo ID, a device with a camera and microphone, and a stable connection. A computer is easier than a phone for reading and signing. Ask them to test the camera and sound in advance. The identity check may use the ID image, questions and other steps that depend on the platform and on New Jersey's rules. The notary must be physically in New Jersey while performing the act. ## Look at the document first Ask for the document ahead of time, so you can check that it is complete, that the notarial wording is present or can be added by the right person, and that the signers are named. Do not choose the notarization type for the client or tell them what a document means. If the receiving office has not said what it needs, ask the client to find out. For a signer outside the United States, the document must be for a U.S. court, agency or other U.S. entity, involve property in the United States, or relate to a transaction substantially connected with the United States, and the act must not be prohibited where the signer is. Wills and codicils are not covered. See the abroad pages for more. ## Prepare the room Ask the signer to sit somewhere quiet and well lit, with no one else present unless they are also signing or the notary has agreed. They should not sign anything before the notary says to. Tell them what to do if the connection drops: reconnect, tell the notary and be prepared to restart the session. ## What to say when a client is nervous Many people have never done a video notarization. Tell them the session is short, that you will guide them step by step, and that they cannot get it wrong by asking a question. Explain that the identity questions are required and not a test. If the client is older or less comfortable with technology, offer a short practice call a day before. A few minutes of testing can save the real session. ## After the session Explain how and when the client receives the notarized document, and remind them that the receiving office decides whether to accept it. Keep your records as the state requires. A guide you can hand to clients, with a checklist for you during the session, is in the RON Client Guide on this site. Use it with the rules and platform you work under. ## Common questions **Can any document be notarized remotely?** Not all. Some offices or documents have their own rules. Ask the receiving office. **Does the signer have to be in New Jersey?** No. The notary must be in New Jersey. The signer can be elsewhere if the other conditions are met. **What if the ID will not verify?** The session may not be able to continue. Check the ID in advance and have a second option ready. ## More notary guides - [Remote Online Notarization: Equipment and Internet Needs](/notary/guides/remote-online-notarization-equipment-and-internet-needs) - [How remote online notarization works in New Jersey](/notary/guides/how-remote-online-notarization-works-in-new-jersey) - [Remote Notarization When the Signer Is Outside the U.S.](/notary/guides/remote-notarization-when-the-signer-is-outside-the-us) This guide is general information, not legal advice. Fees and procedures change; check with the office involved or an attorney for your situation. Let us handle it [### Remote Online Notarization (RON) Notarize documents online over secure video with a New Jersey notary. ID verification, electronic seal and a recorded session. Book a RON session. Remote online notary →](/notary/remote-online-notarization)[### Remote Ink-Signed Notarization (RIN) Sign paper documents in wet ink on live video with a New Jersey notary, then ship the originals for the notary to complete. When paper originals are required. Remote ink notarization →](/notary/remote-ink-signed-notarization) Tools and kits - [RON Client Guide](/toolkits/ron-client-guide) - [Can I get this notarized from abroad?](/notary/abroad-check) - [ID and setup for a video session](/notary/id-for-online-notary-abroad) [All guides](/notary/guides) Reach notaries, signing agents and people getting documents notarized or apostilled who read this guide: [advertise here](/advertise#notary). Free tool: [Remote notarization rules by state](/notary/remote-notarization-status-by-state) Document pack ### Remote Online Notarization & Loan Signing Client Guide Hand clients a clear guide before the appointment and follow a checklist during it, so sessions start prepared and finish clean. [See what is inside ($29)](/toolkits/ron-client-guide) Also in the [Signing Agent Business Bundle](/toolkits/signing-agent-business-bundle): 3 products for $65 instead of $87 separately. Built from the State of New Jersey Notary Public Manual. Check current rules with the state. Or start with the [free 5-part email course](/notary/start-a-notary-business-email-course). Working notary? Get [free rule-change alerts](/notary/rule-change-alerts). ## Rather have us handle it? Call the desk. [Book Now](/notary/#order)[Call (908) 444-6373](tel:+19084446373)