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Notary Everyday simplifies how enterprise clients create and manage signing orders. This article guides you step by step through the scheduling process, highlighting the smart automations designed to save you time and prevent common errors.
🔌 Prefer to integrate directly? Enterprise clients can also connect to Notary Everyday through our API instead of entering orders by hand — see Connect Your Systems via API below.
Step 1: Log In and Start Scheduling
Log in to your Notary Everyday account. From your main dashboard, click Schedule Order in the top-left corner to begin a new order.
Step 2: Confirm or Select Your Contacts
After clicking Schedule Order, you'll land on the Signing Contacts page. Notary Everyday automatically fills in essential details, including:
Your primary signing service information
Your personal contact details
Your primary company information
Your team's contact information
If you work with multiple signing services, select the appropriate one from the dropdown menu. If you regularly use just one, Notary Everyday remembers and auto-fills the data from your previous order.
Adding Additional Contacts
You can also add more contacts, such as:
An additional team member — enter their name, phone number, and email.
An observer (typically a team member or assistant) — they'll be copied on all communications related to this signing.
When you're done, click Next to proceed.
Step 3: Enter Signing Details
The next step brings you to the Signing Details page, divided into five clear sections.
Basic Information
Enter your file number.
Choose the signing type provided by your signing service (associated fees display automatically).
Indicate whether scanbacks or Remote Online Notarization (RON) are required.
Scheduling Information
Select your desired signing date.
Choose the time, with flexible options:
A specific time
To Be Determined (TBD)
As Soon As Possible (ASAP)
A selected time range
Signer Information
Provide the signer's name, phone number, and (optionally) email address.
Add a non-borrowing spouse, co-signer, or additional contact information as needed.
Location Information
Enter the property address for the signing.
As you type, Notary Everyday integrates with Google to suggest matching addresses.
If the signing location differs from the property address, uncheck the option and add the alternate address separately.
Additional Details
Finally, add optional but useful information, such as:
The e-signing platform used (e.g., DocVerify, SignX).
Document delivery method (portal download, overnight shipping, electronic delivery, etc.).
Language requirements.
Optional lender details.
Invoice instructions (who receives the invoice and how).
Any special instructions for the notary.
Step 4: Review and Submit Your Order
Carefully review your entered details. When everything looks correct, click Create Order. A quick confirmation screen — complete with celebratory confetti 🎉 — confirms your order was created successfully.
Connect Your Systems via API
Beyond entering orders by hand, Notary Everyday offers an API for enterprise clients who want to submit orders directly from their own systems — no duplicate data entry. With it, your team can:
Create orders programmatically straight from your internal software.
Submit supporting documents with the order in a single request (PDF, DOC, DOCX, JPG, PNG, GIF, and TXT; up to 10 MB per file).
Scale order volume without adding manual overhead, reducing the risk of human error.
Support and Next Steps
If you have questions or need help at any point, our team is ready to assist:
Email: support@notaryeveryday.com
Phone: (602) 341-3602
Thanks for choosing Notary Everyday to simplify your signing orders!