📝 New Note Added
Learn how order notes are displayed and tracked.
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Learn how order notes are displayed and tracked.
Last updated
Was this helpful?
Step 1: Introduction to New Notes
This video provides a walkthrough on how to handle new notes added to an order in Escrow OfficeLike.
By the end, you will understand how to review and respond to these notes.
When a new note is added, you will receive an email with the subject line 'New note on order'.
The email will include the signer name and file number.
The body of the email confirms that a new note has been added.
It displays:
Signer name
Property location
Full contents of the note for your convenience.
You can read the note directly in the email.
To respond, click the green 'Click here to view order' button at the bottom of the email.
Clicking the button takes you to the order page.
The note will appear in the message center, located at the center of the page.
Inside the message center, you can:
Read any notes that have been sent.
See the sender name, recipient, date, and time.
You can reply with your own message.
Include attachments if necessary.
Select the recipient for your note.
Note that adding or receiving a note does not change the order status.
All notes will always be visible within the message center.
You now know how to review and respond to new notes on your orders.
For help, reach out at support@notaryeveryday.com or call 602-341-3660.
Step 2: Notification of New Note
Step 3: Email Content Overview
Step 4: Accessing the Order Page
Step 5: Viewing the Message Center
Step 6: Reading Notes in the Message Center
Step 7: Responding to Notes
Step 8: Understanding Order Status
Step 9: Conclusion and Support
