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

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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:

1. Our Help Center has additional articles and FAQs to address common questions

2. If you encounter any issues or have suggestions for improvement, please don't hesitate to reach out through our Support channel

3. 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!