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NEWSLETTER SUMMARY Today’s Scheduling Platform update includes:
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Message history now viewable in the Activity Log
Note: This feature is only available for users who have turned on the “Client / Notary Messaging” feature.
Communication history between the client and notary is now viewable in the activity log, giving schedulers better visibility into communication between parties. Previously, messages between the client and notary were stored in the audit log, which is only accessible to admin users.
Example of message history between scheduler, client, and notary
Schedulers will have visibility into the entire message history, but will receive notifications when comments are sent to the scheduler, specifically.
Admin users can choose to turn this feature on globally, or for individual clients. 
Client / Notary messaging can be turned on globally (for all client users) under Company Settings
Client / Notary messaging can be turned on for specific client accounts under Client Settings
New settings allow order updates by client users
This update gives clients the ability to edit the order requirements and appointment details after order creation. Previously, all change requests had to go through the scheduling team and the client was not able to make edits on the order. With this feature enabled, clients will be able to edit the following details:
- Location
- Date and Time
- Delivery Method
- Scanback Requirements
- Lender
- File Number
- Special Instructions
- Language Requirement
- Signer Information
- Participants
Schedulers and notaries will receive a notification when the following fields are updated by the client:
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Date/time
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Location
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Delivery method
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Scanback requirements
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Language requirements
Note: Edits to the location, date, and time fields cannot be made within two hours of the singing appointment. Admin users can choose to turn this feature on globally, or for specific clients.
To update settings for specific clients, click “Edit Client” under Client Settings
New attorney notary search feature
Clients and schedulers can now indicate that an attorney is required when creating a product or notary order. For customers with “auto-start” enabled, the Automator will now automatically search for an attorney (rather than a notary) when indicated on the order.
