📝 New Note Added

Learn how order notes are displayed and tracked.

How to Review and Respond to Notes in Notary Every Day

Step 1: Introduction to New Notes 0:01

• 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.

Step 2: Notification of New Note 0:12

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• 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.

Step 3: Email Content Overview 0:19

• 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.

Step 4: Accessing the Order Page 0:30

• 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.

Step 5: Viewing the Message Center 0:39

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• Clicking the button takes you to the order page.

• The note will appear in the message center, located at the center of the page.

Step 6: Reading Notes in the Message Center 0:47

• Inside the message center, you can:

  • Read any notes that have been sent.

  • See the sender name, recipient, date, and time.

Step 7: Responding to Notes 0:54

• You can reply with your own message.

• Include attachments if necessary.

• Select the recipient for your note.

Step 8: Understanding Order Status 1:09

• Note that adding or receiving a note does not change the order status.

• All notes will always be visible within the message center.

Step 9: Conclusion and Support 1:09

• You now know how to review and respond to new notes on your orders.

• For help, reach out at [email protected] or call 602-341-3660.

Link to Loom

https://www.loom.com/share/2216e9f82bf3472fa893205e8c659147