Manage signing requests
Applies to: Self RON
EverythingLegal Team
Last Update 3 jaar geleden
View available signings
The Available menu item will list the “pool” requests, which are signing requests opportunities that come through the notaryhub.com platform rather than a customized storefront URL. They are available to the first Self RON who can accept them.
Click on the Available menu item in your dashboard to view sessions that you can accept. When requests are available, the label will show a number indicating the number of sessions. Note that you must set your availability in the onboarding step first in order to get a filtered list of requests that meet your availability settings.
Click to accept the proposed signing time or propose a new time.
If you accept the proposed time, you will see a confirmation screen with links to download the session to your calendar and the Upcoming menu item will update to indicate that you have an upcoming signing. Ten minutes prior to your session, the Review link will change to a link to the session.
If you propose a new time for the session, the constituent will be notified and have the opportunity to accept or suggest another time. Click the Scheduling link to see the status of your unscheduled signings.
View scheduling requests
Click the scheduling link in the main menu in your dashboard to see new scheduling requests. For any scheduling request you can accept, decline, or propose a different time.
Your Schedule will show any sessions that are still awaiting a confirmed schedule.
Check upcoming signings
From your dashboard, click on the Upcoming link which will show all your upcoming signings. Click Review under Links to review the documents uploaded by the customer so you can prepare yourself for your session.