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"