Reminder - Your signing packages sync across the mobile apps and the web-app, so any changes you make to your signing packages on the web-app will be reflected in the mobile apps as well!
How to create & edit a signing package
1. From the dashboard, click "Signing Packages"
2. Click "Add New"
3. Click the "Package name" field and name your signing package. For this example, we will create a package specifically for Bank of America refinances
4. Click the "Notary fee" field and add your normal notary fee for this type of signing.
5. To add additional fees, click "Add more"
6. Click "Fee type" and select the type of fee from the dropdown.
7. Click the "Amount" field and add the amount associated with this fee type. For example, you may have an additional printing fee of $25
8. If you'd like to add any recurring notes, click the "Additional notes" field. These notes will be saved in the signing package, but can be removed at any time when adding this signing package to a new journal entry.
9. To add documents to this signing package, click "Add" next to the documents section
10. Click "+" next to any documents you want to add to this signing package. For this example we will add 4 different documents to this signing package
11. Once you've added your documents, click this "x" button in the upper right section of the screen
12. Once you are done, click "Save" to save this new signing package
13. You can easily edit any of your signing packages by clicking "Edit" next to the appropriate signing package.
14. Make any edits you'd like saved to your signing package and click "Save"
How to use a signing package when creating a new notary journal entry
1. In order to use your signing packages when creating a new journal entry, click "New Entry" and complete steps 1 and 2. Adding signing packages happens on step 3
2. On step 3, click "Load Package"
3. Click "Choose Package" to select the correct signing package you'd like to use in this journal entry.
Tip - Once you add a signing package to a journal entry, you can make any changes necessary without it affecting the saved signing package. Add or remove documents, change the notes or fee fields, and even change the notarial type of each document (as seen below) all without altering the saved signing package!
4. As discussed above, make any changes you'd like once you add the signing package to your entry. For example, to change the notarization type of a document, click "Edit notarization type"
5. Click this dropdown and select the desired notarization type
6. Click "Update"
7. That's it! You've successfully added a signing package to a new journal entry. Click "Next" to proceed with creating the rest of your journal entry
