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Messages & Notes

This guide shows you how to use Notary Everyday's messaging feature to communicate about orders via email and SMS, with every message automatically documented.

Notary Everyday's message center lets you ask questions, provide updates, and clarify instructions about your orders — and choose how each message is delivered: by email, SMS, or both.


How to Send a Message

  1. Log in — Visit www.notaryeveryday.com and sign in to your account.

  2. Select an order — From your dashboard, click the order you want to discuss to open the detailed order view.

  3. Find the messaging window — In the order view, locate the messaging window. It includes a Type your message here... box and a list of recipients:

    • Notary (email or SMS)

    • Signing Service (email and SMS)

    • Contact #1 (email or SMS)

  4. Compose your message — Click inside the Type your message here... box and write your message, aiming for clarity and professionalism.

  5. Select recipients and delivery method — Use the checkboxes to tailor who receives the message and how:

    • Notary — choose email or SMS.

    • Signing Service — sent via both email and SMS.

    • Contact #1 — choose email or SMS.

  6. Send — Once your message is composed and the right recipients are selected, click Send Message.


Message Logging

Every message sent through the platform is documented. Each entry records:

  • Sender — who sent the message.

  • Date and time — when it was sent.

  • Recipients — who received it.

This record maintains a clear communication history for each order.


Important Notes

  • Sending is irreversible — Once a message is sent, it cannot be edited or deleted. Review it carefully before sending.


Best Practices for Messaging

  • Be clear and concise — Keep messages straightforward to avoid misunderstandings.

  • Stay professional — Use a professional tone in all communications.

  • Group updates when appropriate — If you have multiple questions or updates, consolidate them into a single message.

Effective messaging is key to successful signings. Use Notary Everyday's messaging feature to keep all parties informed and maintain a clear record of your communications for each order.

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