Notarial.ink

Find a Notary Page

Public directory page for searching and discovering notaries based on location, services, and credentials. Page Overview The Find a Notary page is a public-f

Notary Profile Page

Detailed public profile page for individual notaries showcasing their services, credentials, and contact information. Page Overview The Notary Profile page d

Notification Preferences

Configure your push notification settings from this page. Push notifications keep you informed about orders, appointments, and team communications on your devic

Quiet Hours

Quiet Hours allow you to suppress push notifications during specific times - like while you're sleeping or in meetings. Settings | Field | Description | Exam

Update Status

Quick status updates keep your order workflow moving while in the field. Status Buttons | Button | Status | Color | When to Use | |--------|--------|-------|

OnTheGo Home

The OnTheGo home page displays your orders grouped by day, with quick access to essential actions. Quick Stats The top section shows three key metrics: | Me

OnTheGo Notifications

Quick mute controls for push notifications while you're in the field. Access from OnTheGo Settings > Notifications. Mute Levels Choose your notification leve

Offline Indicator

The offline indicator appears at the top of the screen when your internet connection is lost or when changes are pending sync. States | Appearance | Meaning

Order Details

The order details page shows comprehensive information about an order with mobile-optimized actions. Information Sections Order Header - Order number and ti

Quick Entry

Quick Entry allows you to add phone orders in under 30 seconds with just 5 required fields. Required Fields | Field | Description | Tips | |-------|---------

Shipping Label Scanner

The shipping label scanner helps you track packages for your orders. How to Use 1. From an order, tap the Shipping button (📦) 2. Or tap Shipping in the bott

Appointment Timer

The timer helps you track time spent on signings for accurate billing and record-keeping. How to Use 1. Tap Timer in the bottom navigation 2. Select an order

Assign Order Action

Assign an unassigned order to a notary professional. How to Assign Automatic Assignment 1. Click "Auto-Assign" button 2. System selects based on: - Geogr

Fee Amount Field

Enter the standard notary fee for this order. Field Details - Form Field: feeamount - Required: Yes - Type: Number input - Currency: USD - Validation: Must b

Main Signer Fields

Information about the primary person signing the documents. Fields Overview Main Signer First Name - Form Field: mainsignerfirstname - Required: Yes - Type:

Order Type Field

Select the type of notary service needed. Options Real Estate Closings - Property transfers - Deed signings - Mortgage closings - Refinance documents Loan

Add Order Page

Create a new notary order for your clients. Page Overview The Add Order page allows you to create new notary orders with all necessary details in one streaml

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

Order Import

Import orders in bulk from external sources like NotaryGadget. Quick Start 1. Select Source: Choose your export source (e.g., NotaryGadget) 2. Upload CSV: Dr

Recording Payments

How to record a new payment in the system and apply it to one or more orders. Overview Record payments when clients pay for services. Payments can be applied

Amount Applied Field

The Amount Applied field shows how much of a payment was allocated to a specific order. Overview When a payment is split across multiple orders, the "Amount

Payment Amount Field

The Payment Amount field specifies the total amount of money received in a payment transaction. Overview The payment amount represents the total monetary val

Outstanding Orders

The Outstanding Orders panel shows orders that have not been fully paid yet. Overview Outstanding orders are orders where the total amount exceeds the sum of

Payment Details

The Payment Details page shows complete information about a specific payment transaction. Overview Each payment record contains details about the monetary tr

Payments List

The Payments list shows all recorded payments in the system with their current status. Overview The Payments page displays all monetary transactions received

Two-Factor Authentication Settings

Configure and manage your two-factor authentication methods for enhanced account security. Overview The Two-Factor Authentication (2FA) settings page allows

Brand Color Field

Customize your agency's visual identity with brand colors. Color Types Primary Color Your main brand color used for: - Navigation buttons - Links - Page hea

Logo Upload Field

Upload your agency's logo to appear on documents, emails, and reports. Where It Appears Your logo will be displayed on: - PDF invoices and receipts - Custome

Agency Settings

Configure your agency's business information, integrations, and branding. Overview The Agency Settings page contains all configuration options for your notar

Agency Branding Settings

Customize your agency's visual identity and email communications. Overview The Branding Settings page allows you to personalize how your agency appears to cu

🔧Troubleshooting

Scheduled Time Field

Set the date and time for appointments and notary services. Field Details - Form Field: scheduledat - Required: Yes - Type: Date-time picker - Format: MM/DD/

🔧Troubleshooting

Calendar View

Manage your schedule, appointments, and availability through the integrated calendar system. Page Overview The calendar provides a comprehensive view of all

Company Name Field

Enter the legal name of the client company. Field Details - Form Field: companyname - Required: Yes - Type: Text input - Validation: Must be unique within yo

Company Details Page

View and manage comprehensive information about a client company. Page Overview Company Header - Company Name: Legal business name - Status: Active, Inactiv

Company Matching

Understanding how the system matches companies to avoid duplicates. What is Company Matching? When you add a new company, the system searches the global data

Document Upload Page

Upload and manage documents for notary orders and company profiles. Upload Interface Drag & Drop Area - Drag files from computer - Drop anywhere in upload a

Export Filters

Date Range Filter Export only records within a specific time period. Options: - Start Date - First date to include (inclusive) - End Date - Last date to incl

Data Exports

What are Data Exports? Data exports allow you to download your platform data (companies, orders, invoices, etc.) to CSV files for external analysis, reporting

api-key

{ "apikeyfield": { "title": "API Key", "description": "Secure authentication credential for API access", "fieldtype": "password", "validation"

sync-frequency

{ "syncfrequencyfield": { "title": "Sync Frequency", "description": "How often to synchronize data between systems", "fieldtype": "select", "o

webhook-url

{ "webhookurlfield": { "title": "Webhook URL", "description": "Endpoint for receiving real-time notifications from integrated services", "fieldtyp

accounting

{ "accountingintegrations": { "title": "Accounting Integrations", "description": "Connect your accounting software to automate invoicing, payments, an

api-keys

{ "apikeysintegrations": { "title": "API Keys", "description": "Generate and manage API keys to provide secure access to your clients and partners",

calendar

{ "calendarintegrations": { "title": "Calendar Integrations", "description": "Synchronize appointments and events with your calendar systems", "he

crm-integrations

{ "crmintegrations": { "title": "CRM Integrations", "description": "Connect with Salesforce, HubSpot, or Zoho to manage customer relationships and sal

dashboard

{ "integrationsdashboard": { "title": "Integrations Dashboard", "description": "Central hub for managing all external service connections. Connect wit

echeck

{ "echeckintegrations": { "title": "E-Check Integrations", "description": "Set up electronic check processing for bank transfers and ACH payments",

email

{ "emailintegrations": { "title": "Email Integrations", "description": "Connect your email providers to send communications through your existing acco

messaging

{ "messagingintegrations": { "title": "Messaging Integrations", "description": "Set up SMS, WhatsApp, and other messaging channels for instant client

payments

{ "paymentsintegrations": { "title": "Payment Integrations", "description": "Configure payment processors to securely accept online payments from clie

Invoice Total Field

The final amount due on the invoice, including all line items, taxes, and discounts. Field Details - Form Field: totalamount - Type: Calculated display - Cur