Understanding the Post-Signing email workflow

What is the Post-Signing email?

The post-signing email is a new feature that allows the notary to send a general record of the transaction directly to the signer once the notary journal entry is completed. It benefits the user 2 main ways. First, it allows the signer to easily request an official copy of the notary journal entry if needed. State law dictates the specifics of this process, and usually require the signer to have information such as the name of the document, the month/year it was notarized, and/or the name of the signers in order to fulfill the request. Second, it allows you to brand yourself as a notary, and make your contact information easily accessible to the signer for future notarial needs. You work hard to ensure you're providing top-notch service to your clients, and we want to make sure it is as easy as possible for them to reach back out to you in the future

How to use it

The post-signing email option is at the end of the signing entry process, before marking your entry as complete. Ask the signer if they'd like the receive an email record of the transaction, and please remember that this is completely optional.

You can change your contact information if you'd like, allowing you to brand yourself and your notary company. Change the name and contact information that you'd like the signer to receive, and click "Save"

That's it! The signer will receive an email overview of what just took place.