Best practices to avoid signing delays
What to check before a signing so it starts on time and closes without hiccups.
How to add notes and comments to an order
Leave instructions, flag issues, and keep everyone on an order in sync.
How to request and download scanbacks
Request scanbacks after a signing and pull the completed set from the portal.
How to reschedule, update, or cancel a signing
Change a signing time, edit its details, or cancel it without losing history.
Managing documents in the portal
Organize, replace, and keep track of the documents attached to an order.
Reviewing past orders and documents
Find a completed order and get back to its documents and details fast.
Tracking signing status through the portal
Follow an order from assigned to completed with live status updates.
Troubleshooting notary assignment & file upload issues
Fixes for the most common assignment errors and stuck uploads.
How to upload documents to Signing Order (SO)
Get closing documents into SO in the right format, ready for assignment.