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Creating a New Signing Order

This article walks you through creating a new signing order in NotaryDash, from selecting the signing type to uploading documents and saving the order.

Before You Start

Make sure you have the following on hand before creating an order:

  • Signer name and contact information (phone and email)
  • Appointment date, time, and the signing location address
  • The signing fee you're charging your client and the notary fee you're paying
  • Documents ready to upload (optional — you can add these later)

Step 1: Open the New Order Form

From your dashboard, click the New Order button (or Create Order, depending on your view).

[Screenshot: Dashboard with the New Order button highlighted]

Step 2: Select a Signing Product

Choose the signing product type that matches this job — for example, Refinance Signing, Loan Modification, Reverse Mortgage, or Seller Package. The signing product determines the type of notarization and may affect available fee options.

[Screenshot: Signing product dropdown or selection screen]

If you don't see the product type you need, contact support@notarydash.com

Step 3: Enter Signer Information

Fill in the primary signer's details:

  • Signer First Name and Signer Last Name
  • Phone number
  • Email address

If there is a co-signer on this order, look for the option to add a second signer and enter their information as well.

[Screenshot: Signer information section of the order form]

Step 4: Set the Appointment Date, Time, and Location

Enter the scheduled appointment details:

  1. Select the appointment date using the date picker.
  2. Choose the appointment time.
  3. Enter the full signing address, including street, city, state, and ZIP code. This address is used to match nearby notaries when you search.

[Screenshot: Appointment details section]

Step 5: Set Charges

Enter the fee information for this order:

  • Charge Client — the amount you are billing your client for this signing
  • Pay to Notary — the amount you are paying the notary

These amounts are used to generate the invoice when the order closes.

Step 6: Upload Documents (Optional)

You can attach signing documents now or return to add them later. To upload:

  1. Locate the Documents section of the order form.
  2. Click Upload or drag and drop your files into the upload area.
  3. Accepted formats: PDF, JPG, PNG (max 8MB per file).

Documents are transmitted securely. The assigned notary will be able to download them from within the order.

[Screenshot: Document upload area]

Step 7: Save or Submit the Order

When you're ready:

  • Click Submit to create the order.
  • If you're not ready to submit, you can save the order as a draft and return to it later.

Once saved, the order will appear in your order list and you can begin searching for a notary to assign.

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