If the client uses document checklists, we are requiring notaries to complete the document checklist before adding a signing status.
When clients utilize document checklists, notaries are mandated to fully complete the checklist prior to updating the signing status. This action is to help reduce errors and ensure each instruction and requirement is followed on every order before completing the signing.
If you have not checked off every item in the Documents checklist, the Add signing status button will be gray and you will receive an error if you try to select it.
Step 1: Select each each item on the checklist.
Step 2: Once done, you will now be able to select Add signing status.
