# US 11,443,284 B2 · System and method for synchronizing notary meeting interactions between multiple software clients > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 11,443,284 B2 - Document ID: US11443284B2 - Status: Granted - Kind: B2 - Application number: 15/886,125 - Filed: 2018-02-01 - Published: 2018-08-02 - Granted: 2022-09-13 - Earliest claimed: 2017-02-02 - Assignees: Notarize, Inc. - Applicants: Notarize, Inc. - Inventors: Alexander James Jenkins; Patrick A. Kinsel; Adam Pase - Web page: https://patentgrep.com/patent/US11443284B2 ## CPC - G06Q 10/1093: Calendar-based scheduling for persons or groups - G06F 3/0482: Interaction with lists of selectable items, e.g. menus - G06F 9/547: {Remote procedure calls [RPC]; Web services} - G06F 21/32: using biometric data, e.g. fingerprints, iris scans or voiceprints - G06Q 10/101: Collaborative creation, e.g. joint development of products or services - G06Q 20/02: involving a neutral party, e.g. certification authority, notary or trusted third party [TTP] - G06Q 30/018: Certifying business or products - H04L 63/0861: {using biometrical features, e.g. fingerprint, retina-scan (cryptographic mechanisms or cryptographic arrangements for entity authentication using biological data H04L9/3231)} - G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR - G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N) - H04L: TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION (arrangements common to telegraphic and telephonic communication H04M) ## Abstract Embodiments included herein are directed towards a method for synchronizing notary meeting interactions between multiple software clients. Embodiments may include allowing a signer to join, via a graphical user interface associated with a first software client, a remote notary meeting. Embodiments may also include permitting a remote notary agent to control the remote notary meeting using a second software client. Embodiments may further include synchronizing one or more behaviors associated with the first software client and the second software client using an application programming interface (API). ## Claims ### Claim 1 A computer-implemented method for synchronizing notary meeting interactions between multiple software clients comprising: allowing a signer to join, via a graphical user interface associated with a first software client, a remote notary meeting; permitting a remote notary agent to control the remote notary meeting using a second software client, wherein permitting the remote notary agent to control the remote notary meeting includes controlling a presentation of signing documents to the signer and wherein a signer's display of a document is synchronized with the remote notary agent's display of the document, wherein permitting a remote notary agent to control the remote notary meeting includes providing the remote notary agent with an option to assume control of a display of the document and in response to receiving an indication that the remote notary agent has selected a thumbnail image, causing the signer's display of the document to scroll to a location on the graphical user interface associated with the first software client that corresponds with the location in the document selected by the remote notary agent for the thumbnail image; synchronizing one or more behaviors associated with the first software client and the second software client using an application programming interface (API); causing to display a first annotation tools menu at the graphical user interface associated with the first software client, wherein the first annotation tools menu is configured to enable an annotation of the document in a signer selectable location; and causing to display a second annotation tools menu at a graphical user interface associated with the second software client, wherein the first annotation tools menu and the second annotation tools menu are different, wherein the second annotation tools menu is configured to enable an annotation of the document in a remote notary agent selectable location. ### Claim 2 (depends on 1) The computer-implemented method for synchronizing notary meeting interactions between multiple software clients of claim 1 further comprising: preventing the notary agent from completing the remote notary meeting until all signers have complete all required actions, wherein at least one of the required actions includes capturing an image of the signer, wherein the image of the signer includes a video image and a still image with a higher resolution than the video image; and allowing the notary agent, via the second software client graphical user interface, to complete the remote notary meeting once all required actions have been completed. ### Claim 3 (depends on 2) The computer-implemented method for synchronizing notary meeting interactions between multiple software clients of claim 2 further comprising: resizing and aligning the image of the signer based on at least a reference image, wherein the reference image is extracted from an identification document of the at least one signer. ### Claim 4 (depends on 1) The computer-implemented method for synchronizing notary meeting interactions between multiple software clients of claim 1 further comprising: allowing the remote notary agent to terminate the remote notary meeting for all parties. ### Claim 5 (depends on 1) The computer-implemented method for synchronizing notary meeting interactions between multiple software clients of claim 1 further comprising: causing to display, at the graphical user interface associated with the second software client, a display indicating a number of actions required in order to complete the remote notary meeting. ### Claim 6 (depends on 1) The computer-implemented method for synchronizing notary meeting interactions between multiple software clients of claim 1 further comprising: causing to display, at the graphical user interface associated with the second software client, a display indicating one or more representations of each document page requiring action of the signer, indicating a number of actions required. ### Claim 7 (depends on 1) The computer-implemented method for synchronizing notary meeting interactions between multiple software clients of claim 1 further comprising: allowing the notary agent, via the second software client graphical user interface, to generate a notarial certificate upon a current signing document; and causing the notarial certificate to be displayed to the signer at the first software client. ### Claim 8 (depends on 1) The computer-implemented method for synchronizing notary meeting interactions between multiple software clients of claim 1 further comprising: allowing the notary agent to issue control of one or more document signing tools to a specific signer of a plurality of signers, wherein the notary agent is distinct from the plurality of signers; allowing each specific signer of the plurality of signers to transfer control of the one or more document signing tools to another specific signer; and populating the document with the first annotations tool menu based on the specific signer with control of the one or more documents signing tools. ### Claim 9 (depends on 1) The computer-implemented method for synchronizing notary meeting interactions between multiple software clients of claim 1 wherein the first annotation tools menu is configured to display a first plurality of annotation options, wherein the second annotation tools menu is configured to display a second plurality of annotation options. ### Claim 10 (depends on 1) The computer-implemented method for synchronizing notary meeting interactions between multiple software clients of claim 1, wherein the synchronizing one or more behaviors includes determining a confidence score. ### Claim 11 (depends on 1) The computer-implemented method for synchronizing notary meeting interactions between multiple software clients of claim 1, wherein permitting a remote notary agent to control the remote notary meeting includes providing the remote notary agent with an option to suspend a signer's ability to independently scroll or zoom associated with a signer's document view. ### Claim 12 A non-transitory computer readable medium having stored thereon instructions, which when executed by a processor result in one or more operations, the operations comprising: allowing a signer to join, via a graphical user interface associated with a first software client, a remote notary meeting; permitting a remote notary agent to control the remote notary meeting using a second software client, wherein permitting the remote notary agent to control the remote notary meeting includes controlling a presentation of signing documents to the signer and wherein a signer's display of a document is synchronized with the remote notary agent's display of the document, wherein permitting a remote notary agent to control the remote notary meeting includes providing the remote notary agent with an option to assume control of a display of the document and in response to receiving an indication that the remote notary agent has selected a thumbnail image, causing the signer's display of the document to scroll to a location on the graphical user interface associated with the first software client that corresponds with the location in the document selected by the remote notary agent for the thumbnail image; synchronizing one or more behaviors associated with the first software client and the second software client using an application programming interface (API); causing to display a first annotation tools menu at the graphical user interface associated with the first software client, wherein the first annotation tools menu is configured to enable an annotation of the document in a signer selectable location; and causing to display a second annotation tools menu at a graphical user interface associated with the second software client, wherein the first annotation tools menu and the second annotation tools menu are different, wherein the second annotation tools menu is configured to enable an annotation of the document in a remote notary agent selectable location. ### Claim 13 (depends on 12) The non-transitory computer readable medium of claim 12 further comprising: preventing the notary agent from completing the remote notary meeting until all signers have complete all required actions, wherein at least one of the require actions includes capturing an image of the signer, wherein the image of the signer includes a video image and a still image with a higher resolution than the video image; and allowing the notary agent, via the second software client graphical user interface, to complete the remote notary meeting once all signer actions have been completed. ### Claim 14 (depends on 13) The non-transitory computer readable medium of claim 13 further comprising: resizing and aligning the image of the signer based on at least a reference image, wherein the reference image is extracted from an identification document of the at least one signer. ### Claim 15 (depends on 12) The non-transitory computer readable medium of claim 12 further comprising: allowing the remote notary agent to terminate the remote notary meeting for all parties. ### Claim 16 (depends on 12) The non-transitory computer readable medium of claim 12 further comprising: causing to display, at the graphical user interface associated with the second software client, a display indicating a number of actions required in order to complete the remote notary meeting. ### Claim 17 (depends on 12) The non-transitory computer readable medium of claim 12 wherein the first annotation tools menu is configured to display a first plurality of annotation options, wherein the second annotation tools menu is configured to display a second plurality of annotation options.