Premier E-Notary Services User Manual

1. Hover over any metric to see a tooltip with more details
2. Click on any metric to view the full report
3. Use the date filter in the top-right to change the time period

1. Click the Availability button in the top-right
2. Set your default working hours for each day
3. Add exceptions for holidays or personal time off
4. Specify buffer time between appointments if needed
5. Click Save to apply your availability settings

1. Navigate to the appointment in your list
2. Click Start Session 5 minutes before the scheduled time
3. Verify the client's identity using your preferred method
4. Guide the client through signing the document
5. Apply your digital seal and signature
6. Complete the journal entry and save all records

1. Navigate to the client's profile
2. Click Verify Identity
3. Choose verification method (knowledge-based, ID scan, or video)
4. Follow the prompts to complete verification
5. Once verified, the status will update automatically

1. Locate the document in your library
2. Click Notarize
3. Verify the signer's identity
4. Complete the notarial certificate
5. Apply your digital seal and signature
6. Save the notarized document

1. Locate the invoice in your list
2. Click Record Payment
3. Enter payment method and amount
4. Add any notes or reference numbers
5. Click Save Payment

1. Click Custom Report
2. Select the data fields to include
3. Apply filters as needed
4. Choose your preferred visualization
5. Save the report for future use

1. Go to Settings > Notifications
2. Toggle notification types on/off
3. Set your preferred notification methods (email, SMS, in-app)
4. Configure notification timing for reminders
5. Click Save Preferences

Clients can book appointments in two ways:

1. Through your public booking link (found in Settings > Calendar)
2. By being added manually through your Appointments page

You can customize what availability is shown to clients in your Calendar settings.

All documents are stored securely in the cloud with encryption:

• Documents are encrypted both in transit and at rest
• Backups are performed daily to prevent data loss
• Access is restricted to authorized users only

You can access documents from any device by logging into your account. For added security, we recommend:

1. Using strong passwords and two-factor authentication
2. Regularly reviewing document access logs
3. Downloading important documents for local backup

To process a refund:

1. Navigate to Billing > Transactions
2. Locate the payment you need to refund
3. Click "Issue Refund"
4. Enter the refund amount and reason
5. Confirm the refund

Note: Refunds may take 3-5 business days to appear in your client's account.

If you're unable to upload documents:

1. Check file size: Maximum file size is 25MB
2. Supported formats: PDF, JPG, PNG, DOCX
3. Browser issues: Try a different browser
4. Storage space: Check if you've reached your storage limit
5. Firewall settings: Ensure no security software is blocking uploads

For large documents, consider splitting them into smaller files.

If clients are having trouble with identity verification:

1. ID quality: Ensure photos are clear and all text is readable
2. Lighting: Good lighting helps with facial recognition
3. Document validity: Check expiration dates on IDs
4. Alternative methods: Try knowledge-based or video verification
5. Manual override: You can manually verify in exceptional cases