Import Orders from Email
Notary work often begins with an email from platforms like Snapdocs or SigningOrder. Re-typing all of that information into your app takes time, and when you're juggling calls, scans, and travel it's easy for a request to slip through the cracks.
NotaryCentral handles this busywork for you. Just forward the message to hi@automation.notarycentral.org.
How it works
- Forward the order or confirmation email you receive from any platform.
- Our AI reads the message, attaches any documents, and creates a pending appointment.
- Visit Appointments > Import to approve the details or make quick adjustments.
Benefits
- No more copy-paste: Import orders in seconds instead of typing them out.
- Fewer missed requests: Every forwarded email becomes a tracked appointment.
- Centralized records: Documents and client details live in one place.
Forwarding your order emails means the important work is captured automatically while you stay focused on signing preparation and customer service.