In-person Electronic Notarization
In-person Electronic Notarization
In-person Electronic Notarization
In-person electronic notarization (IPEN) streamlines the notarization process by eliminating the manual paper-based workflow, yet still maintaining the face-to-face human aspect of the experience. Signers meet in person with a notary and sign documents on a device.
At a Glance
My Role
Lead Designer.
Responsible for collaborating with product, engineering, and copywriters on all design deliverables.
Key Deliverables
End to end prototype of full scale experience (for admins, notaries, and signers).
Task
Create a new DocuSign Notary product that would increase new customer adoption and retention with current eNotary customers.
Research Interviews
Signers
Participants: 47 signers
Research Question: Do signers prefer to bring their own device to sign on, or do they prefer notaries to provide a device?
Results: Strong preference for signing on their own device as opposed to being provided one. Participants cited trust and security, efficiency, and concern over the spread of germs as reasons for the preference for signing on their own device.
Notaries
Participants: 31 notaries
Research Question: Do notaries prefer signers to bring their own devices to sign on, or do they prefer their organization to provide a device for the signer and notary to share for the session?
Results: While opinions were fairly split, we discovered a slight preference for the shared device option. Participants cited margin for error, control over the session, and accessibility to personal devices as reasons for preferring this option.
Wireframes
Research findings led to a multi-device design approach, in which signer and notary join the session simultaneously from independent devices.
End-to-end prototype
This prototype displays the entire IPEN workflow, including the roles of org admins, envelope senders, notaries, and signers in the process.
Research must drive every design decision, even the “small” ones
Takeaways
Although this project was ultimately deprioritized before having an opportunity to be shipped to users, it was a valuable lesson to me as a first-time design leader.