This guide walks through the entire signing process step by step: receiving orders, completing signings, and managing payments. Whether you're new to the platform or a seasoned professional, these streamlined procedures will help you maximize efficiency and success.
1. Receiving and Accepting Orders
When a signing opportunity arises, you'll be notified through three channels:
Email
SMS
In-app notification (via the Notification Hub)
Each order notification includes:
Signing date and time
Signing location and type
City / state details
Offered pay
Signing service information
Response options: I'm Available, I'm Not Available, or Counter (to negotiate pay)
To accept an order, select I'm Available. If you'd like to negotiate the fee, choose Counter instead.
2. Confirming with the Signer
After accepting an order, confirm the signing details:
Open the confirmation view — Navigate to the Confirm Order section in your dashboard.
Review history — Check any existing confirmation history.
Submit your confirmation — Click Submit Confirmation and provide:
Date called
Status — Confirmed, Left Message, or Other (see comments)
Document delivery expectation — Will signed documents be delivered the next day? (Yes/No)
Contact name — Who you spoke with
This step ensures all parties are aligned on the signing details.
3. Executing the Signing
On the day of the signing:
Arrive promptly and prepared.
Conduct the signing professionally, adhering to all notarial procedures.
Collect any funds or checks as specified in the order details.
4. Marking the Order Complete
After the signing, submit a Completion Report with the following details:
Completion result:
Completed – Closing Successful
Did Not Close – No Show
Did Not Close – Refused to Sign
Failed ID Verification
Other
Date/time documents signed — if different from the scheduled time.
Document delivery — Confirm whether documents were or will be delivered in time for next-day pickup, or provide alternate details.
Funds collection status:
No Funds Due
Cashier's Check Collected
Personal Check Collected
Signer Sending Wire
Other
Comments — if any.
Package return details:
Method of return (e.g., FedEx, UPS, hand delivered, left with signer)
Tracking number (if applicable)
5. Uploading Scan Backs & IDs
If required:
Upload clear, legible scans of the notarized documents.
Include scans of the signers' IDs.
Ensure all documents are complete before submitting.
6. Payment Process
Our payment policy is clear: Notary Everyday acts solely as a platform to connect you with signing opportunities. Responsibility for determining payment amounts, schedules, and processing rests entirely with the client or signing service. Here's what you need to know:
Payment determination — The client or signing service sets the payment amount and schedule. These details are agreed upon in your contract and outlined in the order specifics.
Processing frequency — Payments are typically processed every other week, though this can vary. Always review the specific payment terms provided with your order.
No direct notifications — Notary Everyday does not send payment notifications. It's your responsibility to monitor your email and other channels for updates directly from the client or signing service.
Your responsibility — If you encounter payment delays, discrepancies, or issues, contact the client or signing service immediately. Keep a record of all related communications and refer back to the agreed payment terms.
Our policy — Notary Everyday is not responsible for payment processing or related issues. Any disputes must be resolved directly with the client or signing service. We support your use of the platform but do not intervene in payment matters.
Important: Notary Everyday is purely an intermediary that connects you with signing opportunities. All payment terms — including amounts, schedules, and processing — are determined exclusively by the client or signing service.
By following these guidelines, you help ensure a transparent and accountable payment process. If you have questions about payment terms, review your order details or reach out to the appropriate party directly.
7. Continuous Improvement
At Notary Everyday, we're committed to continually enhancing your experience, and your feedback is invaluable. If you have suggestions or encounter any issues, please reach out to our support team.
By consistently delivering excellent service and following these procedures, you not only satisfy clients but also improve your ranking and unlock more opportunities.
📎 Attachment: Pre & Post Signing Checklist Notary Everyday.pdf
Remember, your success is our success. Follow this walkthrough to navigate signings with ease and build a thriving notary business on Notary Everyday.