Knowledge Base
Find answers, guides, and troubleshooting tips to help you get the most out of Notarial.ink.
Feature Guides Articles
24 articlesFind 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
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
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",
{ "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
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