main signer

Main Signer Fields

Information about the primary person signing the documents.

Fields Overview

Main Signer First Name

  • Form Field: main_signer_first_name
  • Required: Yes
  • Type: Text input

Main Signer Last Name

  • Form Field: main_signer_last_name
  • Required: Yes
  • Type: Text input

Main Signer Phone

  • Form Field: main_signer_phone
  • Required: Yes
  • Type: Phone input
  • Format: (xxx) xxx-xxxx

Main Signer Email

  • Form Field: main_signer_email
  • Required: No
  • Type: Email input
  • Purpose: Notifications and confirmations

Why This Matters

Legal Requirements

  • ID Verification: Must match government ID
  • Document Accuracy: Correct name on documents
  • Contact Information: For appointments and follow-up
  • Record Keeping: Required for notary journal

Communication

  • Appointments: Phone confirmation
  • Reminders: Email or SMS notifications
  • Documents: Send copies if requested
  • Changes: Update on any schedule changes

Best Practices

Name Entry

  1. Full Legal Name: As it appears on ID
  2. No Nicknames: Use formal names only
  3. Check Spelling: Double-check with client
  4. Suffixes: Include Jr, Sr, III, etc.

Phone Number

  • Mobile Preferred: For SMS notifications
  • Backup Number: Additional contact if available
  • Verify: Call to confirm if unsure
  • Format: Enter full number with area code

Email Address

  • Professional: Use business email when possible
  • Double-Check: Verify spelling carefully
  • Access: Ensure client can receive emails
  • CC: Add spouse or assistant if needed

Common Scenarios

Multiple Signers

  • Main Signer: Primary contact person
  • Additional Signers: Added in separate section
  • Company Representative: May be main contact
  • Power of Attorney: Note in special instructions

Business Clients

  • Authorized Signer: Must have authority
  • Title: Include for verification
  • Company Name: Associated with company record
  • Verification: May need additional documentation

Tips for Notaries

Before Appointment

  1. Verify ID: Name must match exactly
  2. Confirm Contact: Call to verify information
  3. Directions: Send location details
  4. Reminders: Set up appointment reminders

During Appointment

  1. Check ID: Compare with form data
  2. Update if Needed: Make corrections immediately
  3. Note Discrepancies: Document any issues
  4. Get Contact: Ensure reachability

After Appointment

  1. Update Status: Mark contact as verified
  2. Send Receipt: Email confirmation
  3. Follow Up: Check if documents received
  4. Feedback: Request if appropriate

Field Validation

Automatic Checks

  • Phone Format: Validates phone number format
  • Email Format: Ensures valid email structure
  • Required Fields: Prevents submission if empty

Error Messages

  • "First name is required"
  • "Please enter a valid phone number"
  • "Email address appears invalid"
  • "Last name is required"