Receiving Scanbacks

Step-by-step process for an Escrow Officer to receive and manage scanbacks from a notary.

Notary Everyday / Escrow Officer / Receiving Scanbacks

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Jump right in with this quick 2 minute tutorial:

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Notary Everyday simplifies the process for escrow officers receiving and reviewing scanbacks from notaries. Follow these straightforward steps to ensure you can quickly access the documents you need, exactly when you need them.

Step 1: Email Notification

When a notary uploads scanbacks, you'll immediately receive an email notification:

• Sender: Typically from [e-mail] or directly from your signing service.

• Subject Line: The email will clearly be labeled as either:

  • "Scanbacks Uploaded for Order – [File Number] – [Signer’s Name]", or

  • "Scanback Documents Completed for Order – [File Number] – [Signer’s Name]"

• Contents: This email confirms that scanbacks are uploaded and ready for your review. It provides instant access with a clearly visible, green "Click Here to View Order" button.

Step 2: Accessing and Downloading Scanbacks

Clicking the email’s "Click Here to View Order" button takes you directly to the Scanbacks & Documents page within Notary Everyday:

• View All Scanbacks: Uploaded scanbacks appear clearly listed at the bottom of the page under the "Scanbacks" section.

• Download Instantly: Easily download the files directly for your review and records.

Important Note: Some signing services use the "Scanback Approval" feature. In this case, the signing service must first approve the scanbacks before they're accessible to you. However, as an escrow officer, you have the convenient option to override this approval if immediate access to the scanbacks is required. This ensures you can access crucial documents without unnecessary delays.

Step 3: Quickly Checking Scanback Status from Your Dashboard

For an even faster way to manage your scanbacks, you can easily check their status directly from your Notary Everyday dashboard using clear status indicators:

• Green Scan Icon (✓): Indicates scanbacks and IDs are complete and ready for immediate review.

• Red Scan Icon (✗): Indicates the scanbacks have not yet been marked as complete.

Simply click the icon to go straight to the order’s Scanbacks & Documents page.

Need Additional Help?

If you have questions or require immediate assistance, our dedicated support team is always here to help:

• Email: [e-mail]

• Phone: [phone]

Thanks for choosing Notary Everyday, your partner in making the escrow process easier, faster, and more reliable.