Entering Orders
A quick, 4-step guide for escrow officers to create new signing orders in Notary Everyday
Last updated
Was this helpful?
A quick, 4-step guide for escrow officers to create new signing orders in Notary Everyday
Last updated
Was this helpful?
/ /
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.
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.
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.
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.
The next step brings you to the Signing Details page, divided into five clear sections:
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.
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
Provide the signer’s name, phone number, and optionally their email address.
Add non-borrowing spouse, co-signer, or additional contact information as needed.
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.
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.
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.
If you have questions or need additional help at any point, our team is ready to assist:
Email: support@notaryeveryday.com
Phone: (602) 341-3602
Thanks for choosing Notary Everyday to simplify your signing orders!
