🧑‍💻 All Orders Statuses Demo

Get an overview of all order statuses in one centralized view.

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

3. Event Types for Notifications 0:20

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

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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

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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

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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

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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.