Putting an order On hold prevents the order from being processed past its current point. A notary will not get paid on an On hold order. It’s best to put an order on hold when there are reasons the signing needs to be postponed but the signing isn’t necessarily canceled.
To put an order on hold, following these steps:
1. Make sure there is no signing status added to the order. If there is a status entered, you can remove it by selecting the status (i.e., Signing complete or Did not sign).
2. Select Remove Signing Status.
3. Select the arrow next to Send invoice & close order and select Order on hold from the list.
4. To reopen the order, select the arrow and select Reactivate order.
Note: While the order is on hold, it will sit in the On hold filter on your dashboard