Uploading Documents to An Order

Let’s walk through the simple steps for uploading documents to an order as an Escrow Officer.

Notary Everyday / Escrow Officer / Uploading Documents

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Jump right in with this quick 1 minute tutorial:

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Steps to Follow

1. Open Your Order

• Log in to your account.

• Go to your Dashboard and select the relevant order.

2. Access the Document Upload Button

• In the top-right corner of the order page, click the Docs button.

3. Upload Documents

• Select your files by clicking “Select Files” or simply drag and drop them into the upload area.

4. (Optional) Mark the Closing Package as Complete

• Click “Mark Closing Package as Complete” to notify the notary.

• Once clicked, the button turns yellow, indicating the action is complete.