Getting Around: The Sidebar
The left sidebar gives you quick access to every part of Notary Everyday:
+ New Signing — Start a new signing order.
Dashboard — Your main view of all orders (this page).
Notifications — Incoming job opportunities you can respond to.
Under Work:
Companies — Your clients and signing services, with contact details and per-client fees.
Accounting — Your Earnings hub: income, expenses, mileage, payouts, and a tax summary.
Under Account:
My Profile — Your personal and professional information.
Credentials — Manage your certifications and verifications.
Help Center — Articles and FAQs (you're here now).
At the bottom, the Agents area shows your scheduling assistant, and the account switcher displays your profile and total order count.
The Order List
The main Dashboard lists your orders. Across the top you'll find:
Search — Find an order by signer name or address using the search box.
Tabs — Filter the list by Upcoming, Past, or All. Each tab shows a count of matching orders.
Each order row shows:
Type — The hiring company or how the order was entered (e.g., a signing service name or "Manual Entry").
Signer — The signer's name.
Appt — The appointment date and time, with the signing location beneath it.
Pay — Your fee for the order.
Actions — Buttons and a menu for working the order (see below).
At the bottom, a count shows how many entries you're viewing (e.g., "Showing 1 to 41 of 41 entries"), with pagination controls to move between pages.
Working an Order (Actions)
Each row has its own set of actions:
View — Quickly open the order's details.
Docs — Open the order's documents page. An orange indicator highlights orders that still need attention, such as documents to upload.
⋮ (More menu) — Opens the full set of order steps:
View Order — See the complete order details.
Confirm Order — Record your confirmation with the signer.
Upload Scanbacks — Submit signed documents and IDs.
Complete Order — Mark the signing complete and file your completion report.
View Documents — Open all documents attached to the order.
Tip: The orange dot on the Docs button and the badge on the more menu flag orders that still need something from you — a quick way to spot what to work on next.
Notifications vs. Assignments
It's important to know the difference between the Notifications page and the Dashboard:
Important: Notifications are job opportunity alerts — not confirmed assignments. You can Respond, Counter, or watch for an Assigned status there, but only orders that appear on your Dashboard are actual assignments you're responsible for.
On the Notifications page, opportunities are split into Recent and History, and you can refresh the list at any time.
We're Here to Help
Your success is our priority. As you get familiar with the Notary Everyday Dashboard, remember:
The Help Center has additional articles and FAQs that answer common questions.
If you run into any issues or have suggestions, reach out through our Support channel — we'd love to hear from you.
Your feedback genuinely helps us make Notary Everyday better for every notary on the platform.
By mastering the Dashboard, you're taking a real step toward streamlining your workflow and growing your notary business. We're glad to be part of your journey.