As a signing service or title company please refer to this article initiated order changes
If you have the Attempt to confirm appointment with the signer setting turned on the notary will be prompted to call the borrower and confirm the time and date of the signing work. If the signer is not available for the set time and date, the notary or the signer can request a change on the order. The scheduler or admin with order access will need to update the order to remove the Change Requested status.
Notary requests the change
If a phone number is provided for the signer, the notary page shows the option to confirm the appointment with the signer.
Step 1: After the notary calls the signer they select the Confirm button on the order page.
Step 2: Select Signer is unavailable and enter the requested date and/or time in the Additional details section.
Step 3: Select Send update.
Signer requests the change
If the signer (consumer) has access to the order, they have the option to confirm the appointment or request a change in the confirmation email. They select I need this changed on the email to add the details to the order.
Scheduler and admin view
The scheduling dashboard and order page will indicate there is a change requested. The scheduler or admin with access to the order can adjust the appointment date and/or time on the order.
Scheduling dashboard and order page
Scheduling dashboard view
A yellow exclamation point noting that a change was requested appears next to the appointment date and time.
Order view
The confirmation message changes to Change Requested.
Note: This button can be selected to view the details of the request or to remove the Change Requested status.
The details for the change request appears in the Activity section as well.
Notary request
Signer request
Editing the Order to Reflect the New Time
Adjust the time on the Edit order page or use the Reschedule button.
- The confirmation status changes to Unconfirmed.
- The notary receives an email with the confirmation request, but the confirmation email will need to be resent to the signer for them to receive an email.
- The notary and signer can confirm on the order page.
Client view
The client receives an email with the change request and can view the order, but only a scheduler or admin can edit the order to update the confirmation status.
