Add special instructions on a per client and client user 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 and available on the notary's order page when they view the order.

 

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:

Screen_Shot_2018-02-12_at_3.48.55_PM.png

 

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 and available on the notary's order page for every order with this client.

Screen_Shot_2018-02-12_at_3.59.51_PM.png

 

 

Add special instructions on a per client user basis when you are adding/editing a client user's profile.  Any text added here will be included in the notary confirmation email automatically on orders that Client user is attached to.

 

Notary view:

Notary Confirmation email:

Screen_Shot_2018-03-07_at_2.18.05_PM.png

Notary order page:

Screen_Shot_2018-03-15_at_10.11.49_AM.png

 

Related articles:

How to add and edit products

Adding Client Companies and Client Users

Customizing Email templates

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.