You can add additional instructions that are included on the Notary Confirmation email that is sent to notaries after they are assigned to an order as well on the notary's order page when they view the order. This can be set per client company or client user.
Add special instructions for a client company
Instructions added to the client company’s profile will appear on all orders placed by users for that company.
To add instructions for a client company:
1. Select the client's page (Admin>Clients).
2. Select Edit in the Instructions to the Notary section.
3. Enter the special instructions and make sure Share special instructions with notary by default setting is turned On. You can also select add pdf instructions if you have a document you want to include.
4. Select Save changes.
Adding Special Instructions On a Per Client User Basis
Instructions added to the client user’s profile will appear on all orders placed by that user.
To add instructions for a client user:
1. Select Change on the client user’s profile in the Notes and Instructions section.
2. Enter the instructions.
Notary View
The notary assigned to the order will see the instructions in the Notary Confirmation email they receive after being assigned as well as on the order page.
Notary Confirmation email:
The special instructions entered for the client company and the client user appear on the Notary Confirmation email in the Instructions section.
Order page:
The special instructions entered for the client company and the client user appear in the General Instructions section on the Order page.
