Importing Your Preferred & Approved Notaries

A step-by-step guide to help signing services import their approved and preferred notaries to Notary Everyday

Notary Everyday / Signing Services / How to Import Preferred & Approved Notaries

---

---

Quick Instructions to Begin Your Import

Transitioning your trusted notaries to a new platform can seem daunting, but we're here to make it easy! We've created an interactive, step-by-step demo that guides you through the entire process of transferring your approved and preferred notaries from signingorder.com to Notary Everyday.

This hands-on demo allows you to:

• See each step in action

• Experience the platform in real-time

• Learn at your own pace

This guide contains detailed instructions, helpful tips, and explanations based on our experience importing hundreds of notaries successfully. For those who prefer a traditional approach, we've also included a video demonstration at the end of this article.

Let's get started with your notary transfer journey!

---

Before You Start

Make sure you have:

• An active signingorder.com signing service account

• A Notary Everyday signing service account

1. Exporting Your Notary Lists from SigningOrder

First, we'll need to export your notary list from Signing Order. Don't worry—this will not affect your Signing Order account at all.

1. Head to signingorder.com and log in

2. Look for "Export" at the top right of your dashboard

3. Download two separate files:

   • Your approved notaries list

   • Your preferred notaries list

PRO TIP:

When you export your "Preferred" and "Approved" notary lists, the downloaded file will have a name like "Notaries-2024-11-20-673e7c6396283". We recommend renaming it to clearly indicate its contents (e.g., "Preferred Notaries 2024" or "Approved Notaries 2024")

2. Import to Notary Everyday

1. Log in to your Notary Everyday signing service account

2. Navigate to the left navigation bar and click → "Import Notaries"

3. Choose your import type:

   • Click "Import Approved Notaries" for your approved list

   • Click "Import Preferred Notaries" for your preferred list

4. Upload your CSV file when prompted

4. Map Your Columns

1. Review the automatic column mapping

2. Match any unmatched fields manually:

   • Click the dropdown next to each field

   • Select the corresponding column from your CSV

3. Verify all required fields are mapped correctly

4. Click "Confirm Mapping"

5. Complete the Import

1. Review the import summary showing:

   • Total notaries to be imported

   • Missing information warnings

2. Click "Import Notaries"

3. Wait for the confirmation message

After Import

• You can go to the "Notary Hub" to verify all notaries were imported correctly

Troubleshooting

Common issues and solutions:

• Format Errors: If your CSV isn't formatted correctly, try exporting a fresh copy from SigningOrder

Need Help?

If you encounter any issues during the import process:

• Email [e-mail]

• Call our support team at: [phone]

• Message us through our Help Bot at the bottom right corner of any Notary Everyday page.

Remember to keep your notary lists up to date by regularly syncing between platforms.

---

Here is a video demo of this entire process:

Notary Everyday Importing Notaries Demo.mp4