Managing your orders!
Now that your orders are listed on the dashboard let’s walk through the functions available to you.
On the left side of your dashboard, you will notice a red confirm button.
In this area you can easily view details on the signers by clicking the highlighted name.
When you’re ready to confirm the order, you can track who you’ve reached out to by clicking the confirm button.
Here you can see the necessary appointment details to call and confirm with your signers.
By selecting left message, you can keep track and let your clients on closewise know you’ve reached out.
By selecting Confirm appointment you’ll see the option to revise the time if there has been a change communicated with your signers.
For both options you can add appointment notes that will be recorded in the chat feature in the order details.
You’ll also notice you can select between google or apple maps to navigate to the appointment when you are ready.
Once you select confirm appointment the confirmation status will be updated and the confirm button will change colors to reflect the status.
Now let’s look at the other tables available to you at a glance!
Just by looking at your dashboard you can view the file number, Product or signing type, the fee you are being paid, documents status, location, and order status.
You’ll notice three dots under the doc’s section.
The top dot turns green once docs are ready to download.
The middle dot will turn green once all available docs have been downloaded by you.
The third and bottom dot reflects if scans are needed ( in red), if they have been uploaded by you (yellow), and if they’ve been approved by your client (green).
Now let’s go over status updates.
Once you’ve arrived to the start of your order you can update your clients by selecting arrived in the status drop down on the right side of your dashboard.
You will also notice several other options.
If something comes up and you cannot complete the order you can send the order back easily by selecting cannot complete.
Once the order has completed you can select closed and fill in any additional information you want to send to your client.
You can also add your notarial acts here to be recorded in your notarial log tracker.
And you can add additional emails to send your branded status update email to.
Click Save to send the automated email update.
Pro members have the option to edit and customize status emails in the settings in your account.
Now your ready for the last part of the dashboard tutorials. Order details.