Entering Orders

A quick, 4-step guide for escrow officers to create new signing orders in Notary Everyday

Notary Everyday / Escrow Officer / Entering Orders

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Jump right in with this quick 3 min. tutorial:

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Notary Everyday simplifies the way escrow officers create and manage signing orders. In this article, we’ll guide you step-by-step through the entire scheduling process, highlighting the smart automations designed to save you valuable time and prevent common errors.

Step 1: Log in and Start Scheduling

First, log in to your Notary Everyday account. From your main dashboard, click on Schedule Order located in the top-left corner to begin a new order.

Step 2: Confirm or Select Your Contacts

After clicking Schedule Order, you'll land on the Signing Contacts page. Here, Notary Everyday automatically fills in essential details, including:

• Your primary signing service information

• Your personal contact details

• Your primary title company information

• Escrow officer contact information

If you're working with multiple signing services, simply select the appropriate one from the drop-down menu. If you regularly use just one signing service, Notary Everyday conveniently remembers and auto-fills the data from your previous order.

Adding Additional Contacts

You can also easily add more contacts, such as:

• A second escrow officer: simply enter their name, phone number, and email.

• An observer (typically an escrow assistant): they will be copied on all communications related to this signing.

Once done, click Next to proceed.

Step 3: Enter Signing Details

The next step brings you to the Signing Details page, divided into five clear sections:

Basic Information

• Enter your file number.

• Choose the signing type provided by your signing service (associated fees will display automatically).

• Indicate if scanbacks or Remote Online Notarization (RON) are required.

Scheduling Information

• Select your desired signing date.

• Choose the time, with flexible options including:

  • Specific time

  • To Be Determined (TBD)

  • As Soon As Possible (ASAP)

  • A selected time range

Signer Information

• Provide the signer’s name, phone number, and optionally their email address.

• Add non-borrowing spouse, co-signer, or additional contact information as needed.

Location Information

• Enter the property address for the signing.

• As you type, Notary Everyday integrates with Google to suggest matching addresses.

• If the signing location differs from the property address, uncheck the option and add the alternate address separately.

Additional Details

Finally, add optional but useful information, such as:

• The e-signing platform used (e.g., DocVerify, SignX).

• Document delivery method (portal download, overnight shipping, electronic delivery, etc.).

• Language requirements.

• Optional lender details.

• Invoice instructions (who receives the invoice and how).

• Any special instructions for the notary.

Step 4: Review and Submit Your Order

Carefully review your entered details. When everything looks correct, click Create Order.

A quick confirmation screen (complete with celebratory confetti 🎉) will confirm your order was successfully created.

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Support and Next Steps

If you have questions or need additional help at any point, our team is ready to assist:

• Email: [email protected]

• Phone: [phone]

Thanks for choosing Notary Everyday to simplify your signing orders!