After the order has been assigned to a notary, confirmations will need to be sent to both the client and the notary to inform them of the order details.
Note: On the order, there are two buttons that you can use to send these confirmations manually.
Send Notary Confirmation
The notary confirmation notifies the notary that they have been assigned to the order as well as provides details about the type of signing they will be doing, any special instructions for the signing, and the signer’s contact info if provided by the client.
Step 1: Select Send notary confirmation.
Step 2: On the Notary Confirmation message, select Send.
Send Client Confirmation
If you have a client user attached to the order, there will also be the option to send them a confirmation.
The client confirmation email is available if your client would like to be looped in to the order and it’s details, but doesn't have to be sent if that's what you decide. The client confirmation provides the client with the notary’s information as well as the appointment details.
Step 1: Select Send client confirmation.
Step 2: On the Client Confirmation message select Send.
Note: You can choose to share the notary's contact information or not. This is adjusted at the signing product level.