As a scheduling company you may face various circumstances that necessitate the removal of a notary you have assigned to an order.
Note: Removals are factored into notary scores, but removing a notary from an order will only affect their score if they have been removed an unusual amount (i.e., outside the norm of regular business happenings).
Step 1: Select "Remove" in the Notary section of the order page.
Step 2: If no action has been taken on the order (i.e., no confirmation emails or docs have been sent yet), you will be prompted to provide a reason for why you are removing the notary. Select one.
You can then select Remove notary and start search to have the notary removed and the automator started immediately. If you do not want to search for a notary immediately, select on the down arrow and then select Only remove notary.
Step 3: This step is only for Classical payment. VendorPay does not have this step.
If confirmation emails and/or docs have been sent out to the notary, you'll be asked if you would like to pay the notary for their work thus far.
Step 4: This step is only for Classical payment. VendorPay does not have this step.
If fees are required, check the “Pay this notary anything?” button. Here you can specify what you are paying the notary for and the amount due to them. After this, select Remove.
You’ll then see those fees reflected in your “Notary Fees” section.
Step 5: To find a new notary, simply re-automate your search by selecting the blue “Search agents” button.
Note: You cannot remove a notary once a signing status has been added to the order. If one has, either remove the signing status or cancel the order and duplicate it.
Step 6: We will not reach out to any notaries that have been removed from that specific order. Any notaries that were previously assigned and then removed will be un-checked in the "search notaries" list. If you would like to reach out to a notary that was previously assigned to the order, search for the notary and select the checkbox next to their name.
