Add additional instructions on a per client basis

Sonia Marton -

When you add additional instructions for a particular client, those instructions will be automatically included on the Notary Confirmation email that is sent out to notaries after they are assigned to an order.

 

You can add special instructions for a particular client by clicking into the client's page (Admin>Clients).  Then, click "Edit" in the "Instructions to the Notary" box:Screen_Shot_2018-02-12_at_3.44.51_PM.png

 

 

Once you're editing the client, you can add the special instructions, ensure that the instructions are automatically included on every order with this client, and/or include the instructions in PDF format:

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Just don't forget to save when you're done!  As long as you do, those new special instructions will be included in the Notary Confirmation email the next time you put an order through with this client.

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Related articles:

Add additional instructions on a per product basis

Adding Client Companies, Client Users and Signing Products

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