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Entering Orders as a Signing Service

In this article, we'll walk you through exactly how to enter an order into your Notary Everyday account.

Creating a signing order in Notary Everyday is quick, intuitive, and designed to save you time by remembering your preferences. Below, we'll cover the entire process β€” from logging in to submitting the order β€” so your team can start sending signings with confidence.
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πŸŽ₯ Prefer to watch? Jump in with the quick 3-minute video tutorial.


Step 1: Log In and Start a New Order

Once you're logged into your Notary Everyday account, head to your Dashboard. In the top-left corner, click Schedule Order to begin. You'll be taken to Page 1 of 2: Signing Contacts.


Step 2: Add Title Company & Contacts

At the top, select the Client Company β€” this refers to your title company. If your title companies haven't been imported yet, you can:

  • Create a new title company on the spot, or

  • Use the dropdown to select a previously saved company.

Once selected, Notary Everyday auto-populates the title company's information, saving time and reducing errors.

You can also expand the Additional Contacts section to:

  • Enter a second escrow officer's name, phone number, and email.

  • Save the contact to your address book.

  • Add an Observer, who will be CC'd on all order-related communications.

Click Next to continue.


Step 3: Enter Signing Details

The Signing Details page captures everything needed to finalize and send your order.

General info:

  • File number

  • Signing type (selected from a dropdown)

  • Scanbacks required β€” Yes or No

  • Remote Online Notarization (RON) β€” Yes or No

Scheduling:

  • Select the date from the calendar.

  • Choose a time option:

    • At β€” a specific time

    • TBD β€” to be determined

    • ASAP β€” as soon as possible

    • Range β€” between two times

Signer information:

  • Name and phone number

  • Email address (optional)

  • You can also add:

    • A non-borrowing spouse

    • A co-signer

    • Any additional contacts, using a free-form input box


Step 4: Set the Signing Location

Enter the Property Address. If the signing address differs from the property address, check the box to enter both.

Notary Everyday integrates with Google Maps to autocomplete addresses β€” choose from the suggested results or enter one manually.


Step 5: Add Optional Order Details

Expand the Additional Details section to add more context:

  • eSigning platform (e.g., DocVerify, SIGNiX)

  • Document delivery method (if not using the portal)

  • Language requirements

  • Lender information (optional)

  • Invoice recipient (e.g., the title company)

  • Special instructions for the notary


Step 6: Submit the Order

Once all required fields are complete, click Create Order. You'll get a quick confirmation β€” plus a little celebratory confetti πŸŽ‰ β€” letting you know the order was submitted successfully.


Need Help?

If you have any questions or run into issues, we're here for you:

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