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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