Entering Orders as a Signing Service

In this article, we’ll walk you through exactly how to enter an order into your Notary Everyday account.

Notary Everyday / Signing Services / Entering Orders as a Signing Service

Creating a signing order in Notary Everyday is quick, intuitive, and designed to save you time by remembering your preferences. In this article, we'll walk you through the entire process, from logging in to submitting the order, so your team can start sending signings with confidence.

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Jump right in with this quick 3 min. tutorial:

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Step 1: Log In and Start a New Order

Once you're logged into your Notary Everyday account, head to your Dashboard.

In the top-left corner, click “Schedule Order” to begin the order creation process.

You’ll be taken to Page 1 of 2: Signing Contacts.

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Step 2: Add Title Company & Contacts

At the top, you’ll select the Client Company, which refers to your Title Company.

If your title companies haven't been imported yet, you can:

• Create a new title company on the spot, or

• Use the dropdown to select from previously saved companies.

Once selected, Notary Everyday will auto-populate the title company's information—saving you time and reducing errors.

You can also add additional contacts by expanding the Additional Contacts section. Here, you can:

• Enter a second escrow officer’s name, phone number, and email

• Save the contact to your address book

• Add an Observer, who will be CC’d on all order-related communications

Click Next to continue to the next step.

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Step 3: Enter Signing Details

The Signing Details page captures everything else needed to finalize and send your order.

General Info:

• File Number

• Signing Type (selected from a dropdown)

• Scanbacks Required: Yes or No

• Remote Online Notarization (RON): Yes or No

Scheduling:

• Select the Date from the calendar

• Choose a Time Option:

  • At – specific time

  • TBD – to be determined

  • ASAP – as soon as possible

  • Range – between two times

Signer Information:

• Name and Phone Number

• (Optional) Email Address

• You can also add:

  • A Non-Borrowing Spouse

  • A Co-Signer

  • Any additional contacts using a free-form input box

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Step 4: Set the Signing Location

Now, input the Property Address. If the Signing Address is different from the property address, check the box to enter both.

Notary Everyday integrates with Google Maps to help autocomplete addresses. You can choose from the suggested results or enter one manually.

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Step 5: Add Optional Order Details

Expand the Additional Details section to add more context:

• eSigning Platform (e.g., DocVerify, SIGNiX)

• Document Delivery Method (if not using the portal)

• Language Requirements

• Lender Information (optional)

• Invoice Recipient (e.g., Title Company)

• Special Instructions for the notary

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Step 6: Submit the Order

Once all required fields are completed, click “Create Order.” You’ll get a quick confirmation, plus a little celebratory confetti 🎉 letting you know the order was submitted successfully.

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Need Help?

If you have any questions or run into issues, we're here for you:

📞 Support Line: [phone] 📧 Email: [email protected]