This guide shows you how to use Notary Everyday's messaging feature to communicate about orders via email and SMS, with all messages automatically documented.
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Notary Everyday’s message center lets you ask questions, provide updates, and clarify instructions about your orders. Plus, you have the flexibility to choose how your message is delivered—via email, SMS, or both.
Select an Order: From your dashboard, click on the specific order you want to discuss. This opens the detailed order view.
Locate the Messaging Window: In the order view, find the messaging window. It displays the following text:
Messages Type your message here... Recipients:
Notary (Email or SMS)
Signing Service (Email & SMS)
Contact #1 (Email or SMS)
Compose Your Message: Click inside the message box labeled "Type your message here..." and enter your message. Aim for clarity and professionalism.
Select Recipients and Delivery Method: Use the recipient options to decide who should receive your message:
Notary: Choose email or SMS.
Signing Service: Message will be sent via both email and SMS.
Contact #1: Choose email or SMS.
These check boxes allow you to tailor the delivery method for each recipient.
Send Your Message: Once your message is composed and the appropriate recipients are selected, click the "Send Message" button.
All messages sent through the platform are documented. Each entry records:
Sender Information: Who sent the message.
Date and Time: When the message was sent.
Recipients: Who received the message.
This record helps maintain a clear communication history for each order.
Irreversible Action: Once a message is sent, it cannot be edited or deleted. Please review your message carefully before sending.
Choose Wisely: Select the proper recipients and delivery methods (email or SMS) to ensure your message reaches the right contacts in the intended format.
Be Clear and Concise: Keep your messages straightforward to avoid any misunderstandings.
Maintain Professionalism: Use a professional tone in all communications.
Group Updates When Appropriate: If you have multiple questions or updates, consider consolidating them into one message.
Effective messaging is key to successful signings. Use Notary Everyday’s messaging feature to keep all parties informed and maintain a clear record of your communications regarding each order.
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