Navigating the Notary Dashboard
The Dashboard is where you'll see all of the orders created by signing services. You can monitor the progress of specific signings and follow along with each stage of the signing process.
Notary Everyday / Notaries / Navigating the Notary Dashboard
Navigation Bar
The Navigation Bar provides quick access to key sections:
Dashboard: Your main overview of orders and activities
Orders: Detailed list and management of all orders
Analytics: Insights and reports on your performance
Profile: Your personal and professional information
Credentials: Manage your certifications and verifications
Notifications: Important updates and alerts
Settings: Customize your account preferences
Note: You can filter orders by All upcoming, Signing today, or Signing tomorrow.
Order Management Center
The main dashboard displays your orders with key information:
Hiring Company: Who placed the order
Signing Details: Signer name and appointment time
Signing Location: Address of the signing
Pay: Your fee for the order
Actions: View order details, confirm documents, mark as complete
Dashboard Order Search
You can search through orders using data such as signer name, client name, and file #. Enter your search terms into the text box and click Search.
Recent Activity Updates
The Recent Activity column shows actions specific to the current dashboard filter. In the Mine tab, new actions appear as "unread," indicating you haven't seen them yet.
Requires Documents Notification
The dashboard updates the Status to Needs docs for orders that:
Have an assigned notary
Don't have a set document status
Have a signing appointment within 4 business hours
These orders are sorted just below unassigned orders in the All upcoming orders section.
We're Here to Help
Your success is our priority. As you become familiar with the Notary Everyday Dashboard, remember:
Our Help Center has additional articles and FAQs to address common questions
If you encounter any issues or have suggestions for improvement, please don't hesitate to reach out through our Support channel
Your feedback is valuable - use the Feedback option in the dashboard to share your thoughts on how we can make Notary Everyday even better for you
By mastering the Notary Everyday Dashboard, you're taking a significant step towards streamlining your workflow and growing your notary business. We're excited to be part of your journey to success!
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