Add Special Instructions on a Per Product Basis

Natalie Wallace -

Set up product-specific instructions to cut time spent copy and pasting information on orders.

 

Go to Admin --> Clients --> click into client page, under "Signing Products" hit the little pencil icon:

 

 

 

Click Add Special Instructions:

 

 

 

Paste in special instructions and save:

 

 

 

And that's it!

 

Next time you have an order with this signing product, you'll see these special instructions pop up when you hit the "Send notary confirmation" button:

 

 

If you scroll down, you'll see the special instructions intended for the notary:

 

 

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