Client-specific special instructions can be helpful for communicating specific needs to notaries.
You have the ability to include additional instructions that will be featured in the Notary Confirmation email sent to notaries once they are assigned to an order. These instructions will also be visible on the notary's order page when they view the order. This feature can be customized for each client company or individual client user.
How to add special instructions for a client company
Note: Instructions added to the client company’s profile will appear on all orders placed by users for that company.
Step 1: Select the client's page (Admin > Clients).
Step 2: Select Edit in the Instructions to the Notary section.
Step 3: Enter the special instructions and make sure Share special instructions with notary by default setting is turned On. You can also select add pdf instructions if you have a document you want to include.
Step 4: Select Save changes.
How to add special instructions on a per client user basis
Instructions added to the client user’s profile will appear on all orders placed by that user.
Step 1: Select Change on the client user’s profile in the Notes and Instructions section.
Step 2: Enter the instructions into the Special Instructions textbox.
Step 3: Select Save.
Different notary views
Notary View
The notary assigned to the order will see the instructions in the Notary Confirmation email they receive after being assigned as well as on the order page.
Notary Confirmation email
The special instructions entered for the client company and the client user appear on the Notary Confirmation email in the Instructions section.
Order page
The special instructions entered for the client company and the client user appear in the General Instructions section on the Order page.
