Maintain operational transparency and audit-ready compliance by previewing outgoing email communication, organizing job expenses, reviewing finalized customer invoices, and checking automated electronic journal entries.
1. Previewing Outgoing Emails (/appointments/[id]/email-preview)
Before sending confirmation or billing emails to signers and business clients, verify the final output:
- Review content — Inspect the subject line, CC list, recipient emails, and the formatted body of the email.
- Edit or Send — Click Edit to go back to the composer, or click Send Email to deliver it using your configured Google connection.
2. Reviewing Appointment Expenses (/appointments/[id]/expenses)
Access a complete financial ledger of expenses recorded for a specific appointment:
- Ledger visibility — View all logged parking fees, printing/shipping, witness payouts, or mileage entries.
- Add new costs — Click the New icon in the header to create a new expense item.
3. Viewing Customer Invoices (/appointments/[id]/invoice)
Review the finalized customer-facing invoice for an appointment:
- Line item breakdowns — View travel fees, notarial acts, and document package totals.
- Payment status — Track whether the invoice is unpaid, paid, or voided.
4. Electronic Journal Summary (/appointments/[id]/journal)
Access the automated electronic journal associated with the appointment:
- Signer entries — Check which signers have participated in the signing and are bound to the journal entry.
- Record creation — Easily review the journal record built automatically during your active RON or mobile signing room sessions.
5. Journal Details Review (/appointments/[id]/journal-details)
Inspect the complete compliant metadata logged inside the electronic journal entry:
- Compliance fields — View Hague Convention status, signature captures, thumbprint scans, and document type metadata.
- Identification tracking — Review verified identity numbers and credentials recorded for the signer.