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Assigning & Inviting a Notary to an Order

Once you've created an order, the next step is finding and assigning a notary. This article explains how to search for a notary, review their profile, send an invitation, and what happens after you do.

From the order detail page, click Search Notaries to open the notary search.

The search uses the signing address on the order to find notaries near the appointment location.

[Screenshot: Notary search button on the order detail page]

Reviewing Search Results

Search results show notaries available in the area. For each notary, you can typically see:

  • Their name and profile photo
  • Distance from the signing location
  • Distance from the signing location

[Screenshot: Notary search results list with distance and driving time]

Click on a notary's name or profile to view more details, including their credentials, certifications, and any reviews left by other signing services.

Sending an Invitation

To invite a notary to the order:

  1. From the search results, click Select next to the notary you want to invite.
  2. The notary receives an SMS and email notification with the order details and appointment information.
  3. The order status updates to Notary Invited.

You can invite more than one notary at a time if you want to increase the chance of a quick acceptance. The first notary to accept will be assigned to the order.

Direct Assignment

Direct assignment is supported. Use the Assign Notary button to assign a notary immediately without waiting for acceptance — useful when working with a notary you've used before. If you assign a new notary to an order that already has one, the previous notary is automatically unassigned.

After the Invitation Is Sent

Once an invitation goes out:

  • The notary can accept or decline the order from their end.
  • If they accept, you'll receive a notification and the order status moves to Notary Assigned.
  • If they decline, you'll be notified and can search for and invite another notary.
  • If you don't hear back within a reasonable time, you can send an invitation to a different notary.

[Screenshot: Order detail showing "Notary Assigned" with the notary's name]

Removing or Replacing a Notary

To swap a notary, search for and assign a replacement using Assign Notary. The previous notary is automatically unassigned and notified.

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