# Messages & Notes

[Notary Everyday](/readme.md) / [Notaries](/notaries/remote-online-notarizations.md) / [<mark style="color:purple;">Message &</mark>](/notaries/messages-and-notes.md) <mark style="color:purple;">Notes</mark>

***

<figure><img src="/files/6g0ByvBigNr7KTrMTX21" alt=""><figcaption></figcaption></figure>

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.

***

## How to Send a Message

1. **Log In:**\
   Visit [www.notaryeveryday.com](http://www.notaryeveryday.com) and sign in to your account.
2. **Select an Order:**\
   From your dashboard, click on the specific order you want to discuss. This opens the detailed order view.
3. **Locate the Messaging Window:**\
   In the order view, find the messaging window. It displays the following text:

   > **Messages**\
   > \&#xNAN;*Type your message here...*\
   > **Recipients:**
   >
   > * Notary (Email or SMS)
   > * Signing Service (Email & SMS)
   > * Contact #1 (Email or SMS)
4. **Compose Your Message:**\
   Click inside the message box labeled *"Type your message here..."* and enter your message. Aim for clarity and professionalism.
5. **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.
6. **Send Your Message:**\
   Once your message is composed and the appropriate recipients are selected, click the **"Send Message"** button.

<figure><img src="https://downloads.intercomcdn.com/i/o/yjurxdw0/1217320264/863bc7a7dd28026aef7ebb60f350/Untitled+design+%283%29.gif?expires=1740916800&#x26;signature=02d993b9e7b8da3c68be5357aac3b1c066fc3afb3af762bc9f44636d932f9228&#x26;req=dSImEcp8nYNZXfMW3nq%2BgX%2BOtDhYETq7exPFBHCyBI9VAZXIDt6f3xndp4ud%0A8Yuu%2BX76QgPBst1KRBI2Dt5319A%3D%0A" alt="" width="563"><figcaption></figcaption></figure>

***

## Message Logging

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.

***

## Important Notes

* **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.

***

## Best Practices for Messaging

* **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.

o3-mini-high


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.notaryeveryday.com/notaries/messages-and-notes.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
