🧑💻 All Orders Statuses Demo
Get an overview of all order statuses in one centralized view.
Understanding Order Status Updates for Escrow Officers
1. Introduction to Order Status Updates 0:01
Welcome to Notary Every Day.
Overview of the video: Walkthrough of order status updates from an escrow officer's perspective.
Purpose: To help track each step of the closing process with confidence.
2. Customizing Email Notifications 0:11
Signing service partners can customize email notifications.
If you prefer not to receive certain emails, communicate your preferences.
Preferences can be updated in Client Management under Email Preferences.
3. Event Types for Notifications 0:20
Notifications are triggered by specific event types:
generated-image-at-00:00:57 New Order
New Order Note
Notary Availability Check
Notary Thank You
Order Assigned
Order Completed
Order Confirmation
Order Documents Completed
Order Documents Uploaded
Order Invoice Completed
Scanbacks Uploaded
Focus on the most popular status email notifications.
4. New Order Notification 0:57
When a new order is created, you receive an email titled 'New Order created'.
Email includes:
Signer name
Date
File number
Key details: Title Company, Signing Service, Property Address, Signing Date, Signer Name.
Includes a 'View Order' button for tracking.
5. Notary Assigned Notification 1:28
When a notary is assigned, you receive an email with:
File number
Signer name
Assigned notary details.
Order status updates to 'Assigned' automatically.
6. New Note Added Notification 1:45
generated-image-at-00:02:08 When a note is added to your order, you receive an email showing:
Signer details
Location
Message content.
Includes a 'Click Here to View Order' button to access the Message Center.
7. Order Confirmation Notification 2:08
generated-image-at-00:02:36 When a notary confirms the appointment, you receive an email with:
Confirmation details: date, time, file number, scan back requirement, delivery status, comments.
Includes a 'View Order Assignment page' button.
8. Order Complete Notification 2:36
generated-image-at-00:02:58 When a notary marks an order complete, you receive an email with:
Result details: signing date, shipping time, funds collected, trip made, comments, shipping company, tracking number.
Includes a 'Click Here to View Order' button.
9. Scanbacks Uploaded Notification 2:58
generated-image-at-00:03:25 When Scanbacks are uploaded, you receive an email stating 'Scanback Documents Complete'.
Email includes:
Order number
Filename
Signer details.
Includes a 'View Order' button to access the Orders Documents page.
10. Conclusion and Support 3:25
Summary of key status notifications from start to finish.
For help, reach out via email or phone.
Thank you for watching!
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