Tour the platform
EverythingLegal Team
Last Update 3 years ago
See below for a brief video to Tour the EverythingLegal platform.
When you have registered as a notary with EverythingLegal and log in, you will notice that the main site navigation now offers options for managing your account and your sessions.
The Dashboard is where you can review your onboarding steps, customize your storefront URL, review your subscription selection, review your billing and payout accounts, and see a Monthly graph of your sessions.
The Journal provides secure access to signed documents in your account, along with the verification pages for each session you have conducted.
The Upcoming page lists your upcoming sessions, with a description, status, and links to review documents and to go to the signing at the agreed-upon time.
Scheduling allows you to manage and schedule signing requests; once a signing session time and date has been agreed upon by the notary and the constituent, this page will be empty.
Available will update to indicate the signing requests that have come in via regular constituent requests that match your availability; you can accept requests from that page and either accept the proposed time or propose a new one.
Click the downward arrow next to your profile picture and initials to navigate to other helpful information on the site and to manage your account and notarization resources.
