Maintaining Professional Demeanor during Appointments

Do:

• Dress professionally: Project a sense of trust and respect.
• Maintain good posture: Sit up straight and make eye contact with signers and requesters.
• Speak clearly and concisely: Avoid jargon and use a professional tone.
• Be polite and courteous: Treat everyone with respect.
• Be attentive and focused: Pay close attention to the signing process and avoid distractions.

Don’t:

• Dress casually or sloppily: First impressions matter.
• Slouch or appear disinterested: Show professionalism and engagement.
• Use slang or informal language: Maintain a professional tone.
• Be impatient or rude: Provide excellent customer service.
• Engage in personal conversations: Keep the focus on the witnessing process.

Asking for Special Accommodations:

• Restroom: Excuse yourself politely and inquire about restroom facilities.
• Parking: Ask in advance if parking is available or if recommendations are needed.
• Pets: Leave pets at home unless explicitly allowed by the requester.
• Other situations: If you have specific needs (allergies), politely explain them beforehand.

Discussing Appointment Details:

• Confirm the number of signatories and documents.
• Inquire if the signatories have valid ID (type of ID required may vary).
• Briefly discuss the nature of the document (optional, but helpful).
• Clarify if the requester will be present or if additional instructions are needed.

Basic Questions that are Ask:

• Can I see some identification, please?
• (Optional) Do you understand the contents of this document?
• Is there anything else I need to know before we proceed?

Special Situations:

• If a signer seems hesitant or confused, politely ask if they have any questions.
• If you suspect duress, politely decline to witness and suggest they seek legal advice.