Package Creation, Viewing & Tagging

Package Creation, Viewing & Tagging

Package Creation, Viewing & Tagging

1.       Who creates the closing documents and can they be edited before, during, or after the closing by the notary or the signer?

The closing package is created by the lender and title office, and all document input coordinates are set during creation.  The notary and/or signer will not be able to edit any documents or need to drag any signatures.  The notary and/or signer will follow the screen instructions to apply their signature and check or fill out any prompted data during the signing.

1.       Is there any notary-specific language automatically generated in the closing documents or does that need to be manually added?

It depends on the document generation companies that are used.  Some of the document generation companies do generate specific language if it is an IPEN or RON, and others do not.  If language needs to be added, it can be done before the signing.

1.       Who tags the closing package?  Can the tags be edited by the lender, notary, or signer?

Depending on the lender and title, both can upload and edit tags during the package creation process.  The notary and/or signer cannot edit any coordinate on the document.  The notary and/or signer can only fill in the coordinate or sign the document.

1.       When do the closing documents become available on the platform before the signing?

As soon as the closing package is marked ready for closing, the documents can be viewed by the signer and/or notary.





    • Related Articles

    • Conducting an IPEN Closing

      How to Conduct an IPEN Closing (updated 2025) IPEN Closings are In-Person Electronic Notarizations. This means that you, as the notary, will physically be in the same vicinity at an agreed-upon location with your signer(s). As a notary, you will have ...
    • Conducting a RON Signing and Countersigning

      (Pictures sourced from www.google.com) (updated 2025) NOTARY– Megan Proctor SIGNER 1– Etta Fitgerald SINGER 2– Sam Cooke COUNTER SIGNER 1– Felix the Cat COUNTER SIGNER 2– Fido the Dog (NOTARY Step 1) Start by going to your Profile Settings> Title ...
    • (COMPUTER) Conducting a RON Signing - Signer View

      (updated 2025) On a computer, this is what it will look like (disclaimer: the colors and logos will be different) Step 1) When going to sign your edocs before the closing meeting, you will receive an email from FreedomMortgage@simplysecuresign.com. ...
    • (PHONE) Conducting a Sign-Ahead eSigning (Borrower View)

      (updated 2025) On a phone, this is what it will look like (disclaimer: the colors and logos will be different) Step 1) When going to sign your edocs before the closing meeting, you will receive an email from FreedomMortgage@simplysecuresign.com. It ...
    • How to Generate a Demo/Practice Closing

      As a notary, especially a new notary, we may feel unsure about how to conduct a closing. Sometimes it's easier to do a practice run, so Simply Secure Sign has made it easy for you to do just that! Step 1) Navigate to your Dashboard. Step 2) Locate ...