order details

Order Details Page

This page shows comprehensive information about a single notary order.

Key Sections

Header Bar

• Order Number: Unique identifier for tracking
• Status Badge: Current order status (e.g., Assigned, In Progress)
• Priority Indicator: Normal, High, or Urgent priority level
• Edit Button: Modify order details

Navigation Tabs

• Details: Basic order information and client details
• Documents: Upload and manage order documents
• Schedule: Appointment time and calendar details
• Communications: Message history with client
• Financials: Fee breakdown and payment status
• History: Audit trail of all changes

Quick Actions Panel

• Assign to Notary: Assign order to available notary
• Schedule Appointment: Set or modify appointment time
• Send Reminder: Notify client of upcoming appointment
• Generate Invoice: Create and send billing document
• Complete Order: Mark as finished and archive

Important Fields

Order Status

Click to change status. Must follow proper workflow:

• Cannot skip statuses
• Some transitions require specific conditions
• Status changes notify all relevant parties

Assignment Section

• Assigned Notary: Currently assigned professional
• Reassign: Change notary if needed
• Auto-Assign: Let system select best match

Financial Summary

• Total Amount: Final charge to client
• Paid Amount: Amount already received
• Balance Due: Remaining amount
• Payment Method: How client will pay

Tips

• Use "Save" frequently when making changes
• All modifications are tracked in the History tab
• Upload documents before appointment day
• Verify client contact information early
• Check payment method before completion