How to Search for a Notary within the Automator

Tristin Himes -

You can search for notaries by different criteria and different methods within the Automator.

 

If you want to make sure you are contacting only notaries that fulfill certain requirements within the search that the Automator has already generated (e.g., the first 30 notaries that are within 10 miles), you can do so by using the Filter box and following the directions below:

1.) Click into your target order.

2.) Click Search Agents on the left-hand side of the navigation.

3.) You have a few options for filtering at this point. You can write the criteria in the search box that says "Filter by language, attorney, etc." or below the search box you can click on the small arrows next to the columns by which you want to sort. ie: sort by notaries who have a background check uploaded to their profile - click on the little arrow next to "Background Co." and you will see the notaries listed who have background checks. 

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4.) Automate your notary search, as usual, based on your set criteria.

 

If you are looking for a specific notary who might not be included in the original Automator search, you can click on the spy glass all the way to the right on the Automator to search through all notaries on the platform: 

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Then, select which specific criterion you are using to search from the drop down menu and type in the notary's identifying information!

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