Frequently
Asked Questions

Read our frequently asked questions and you will surely find the answer to your questions.
Anyone can be a D4E agent?

To be a D4E certified agent you must be an active public notary, Signing Agent, Mobile Agent, or certified legal counsel.

What are the benefits of being a D4E certified agent?

For each operation of uploading or downloading a document from the D4E Platform in which a D4E certified agent is involved, he or she will receive a commission. Depending on the type of transaction, this fee may be up to $18 (eighteen dollars) per operation.

Does it cost anything to become a D4E agent?

There is NO COST to register as a certified D4E agent. However, there is a shipping cost for the agent kit that is shipped when you start working.  This kit has a cost of $45, but for the first 500 registered agents, this cost will be refunded with the first operations performed by the agent, until this amount is covered.

What tools do I need to work as a D4E certified agent?

It is imperative that the agent has a cellphone with a camera of no less than 5 megapixels resolution. The agent will also need to have the CamScan App (application) installed on the cellphone to scan the document(s) to be uploaded to the D4E platform.

All documents and certificates downloaded from the D4E platform are automatically sent by email to the person requesting them.

How do I start working as a certified D4E agent?

You have to read our user manual and “practical tips”, and then answer a few questions about the D4E Services. We will evaluate your answers and inform you if you are in a position to become a certified D4E agent

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More answers
to your questions

Can just “just anyone” upload documents to the D4E platform?

Yes. Any registered user of D4E can upload or download their documents directly. But we always recommend requesting the services of a D4E certified agent, since with that third party there is greater certainty should the need arise to present these documents before a court. If they have been uploaded and downloaded from the D4E platform in the presence of a certified third party, there is more undoubtable legal validity.

What kind of documents can be uploaded to the D4E platform?

The D4E platform currently supports PDF documents, only.

In future versions we will expand to other file formats like: Word, Excel, PowerPoint, MP3, MP4, JPG, PNG.

Are there any size limitations for documents?

The D4E platform currently supports a maximum size of 2Mb (20 page doc aprox.).

In future versions we will expand the file capacity.

How do I get users who want to upload documents to the D4E platform?

We  suggest  that you start by checking your journal/address book in your home or office.

In cases such as Mortgages or Bank documents where the Notary is serving as a notary on their behalf, it is against the Code of Ethics to solicit on behalf of a third party in their presence. At a later date however, any client whose signature has been certified by a public notary in the past is a potential candidate for uploading his or her will, power of attorney, medical disposition or other important document.

We also suggest visiting different groups within your community, or even hold “T-Ware” type parties or gatherings with fellow notaries to gather a crowd together at the same time, whether or nor they have been clients. Church groups, school groups, work groups, etc.; all of them have their own personal set of important documents to be protected and/or “insured” by the D4e Platform. It is always easier and more efficient to transmit an idea to a group than to do it one by one.

Still haven’t found
your answer?

Don’t worry, we have more to tell.
What information do I need as a D4E certified agent from the user to upload a document to the D4E platform?

A certified D4E agent will need the client/user’s first name, middle initial (if any) and last name, email, phone number, address. City, ZIP code, and the document they want to upload to the D4E platform and the emails of anyone they want to designate as authorized to access the document.

What documents do I need to scan and upload to the D4E platform?

First, the agent will ask the client (originator) for his or her email address, first name or last name. D4E Services will verify that it is registered in the platform and if it exists the agent will ask him/her to enter its password to validate the upload operation.

The agent will need to scan and upload as a single document and in the following order:

  • The SERVICE ORDER to upload the document (signed by the client (originator) and notarized by the notary)
  • The document that the client (originator) requested to be uploaded.

This operation requires payment prior to uploading the document

What information do I need from a clientclient (originator)/user to download a document from the D4E platform?

First, the agent will ask the client (originator) for his or her email address, first name or last name. D4E Services will verify that it is registered in the platform and if it exists the agent will ask him/her to enter its password to validate the download operation.

The agent must then request the file identification code. The existence and conditions of the document will be verified. If there are no conditions that prevent the download of the document, it will be downloaded, and a certificate will be issued.

This operation requires payment prior to downloading the document.

What information needs to be completed when uploading a new document to the D4E platform?

First, the agent will ask the client (originator) for his or her email address, first name or last name. D4E Services will verify that it is registered in the platform and if it exists the agent will ask him/her to enter its password to validate the upload operation.

The client (originator) must determine:

  • Who will be the Authorize person(s) that will have access to the document (excluding himself or herself).
  • If the document has a condition to be accessed or downloaded by them. (Death Certificate, a date, none, etc.)
Can a document uploaded to the D4E platform be deleted or modified?

No, it is part of our service to ensure that a document will remain available as an unalterable record, within our platform.

New versions of the same document can be uploaded, allowing the user to designate different authorized persons or to open it with new conditions, but the prior document remains unchanged

Who can access or download a document uploaded to the D4E platform?

The client (originator) who uploaded the document will always have access to it.

In addition, any Authorized Person(s) chosen by him or her at the time of uploading the document. The Authorized Person(s) will be requested to register themselves in the D4E Services to have access to the documents..

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Get in touch

Send us an email anytime you want. We are open to all suggestions.
Address
6 Valleycrest CT
Allen, TX 75002
Call us
+1 (650) 265-1193
Email
contact@documentsforever.com
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Where are your important documents, your Estate Plan, your Medical Instructions, your Will, your Records? In a drawer? A closet? The basement? A safe-deposit box? Your lawyer’s office? Does your spouse, partner or children know where the paperwork is? Do they have access to it?” Is it defensible in Court?
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If you wish to receive our latest news in your email box, just subscribe to our newsletter. We won’t spam you, we promise!

DOCUMENTSFOREVER

Where are your important documents, your Estate Plan, your Medical Instructions, your Will, your Records? In a drawer? A closet? The basement? A safe-deposit box? Your lawyer’s office? Does your spouse, partner or children know where the paperwork is? Do they have access to it?” Is it defensible in Court?
DocumentsForever can solve all this for you!!

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