Posted by Harry [NR] on 10/7/05 2:08am
Msg #69269

Premier Members: Invoice Creator Now Available

CREATE INVOICES USING SIGNING CENTRAL - USER DIRECTIONS

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How to Let Signing Central Know Who You're Working For
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As you may already know, the Work Orders tab can be used to keep track of who you're currently signed up with. That is accomplished by creating "Agency Agreement" documents under the tab. To do so:

1) Click the "Work Orders" tab.
2) Click the "Track a Relationship or Work Order" link.
3) Choose "Agency Agreement - Notary to Company."
4) Click the "Next" button.
5) Choose the company you have already signed-up with from the list and click the "Next" button.
6) Click the "Sign Doc" button on the Document Summary page (then click "Yes").
7) Click the "Work Orders" tab again.

Congratulations! You have let our system know who you're working for. (Yes, we might make this process easier in the future.)


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How to Track Your Signings at Signing Central
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Now that you've let our system know about your relationship with the company you chose, you can do two things:

1) Track your signings, and
2) Rate the company (see the Signing Services tab for that).

To track your signings, you should:

1) Click the "Work Orders" tab.
2) Click the "Track a Relationship or Work Order" link.
3) This time, choose the "Signing/Work Order" option and click the "Next" button,
4) Enter the borrower information and signing location, then click the "Next>" button,
5) You should now see the Document Summary page for the signing. Everything related to your signing happens from there:

a. To add the signing date and time, package type, and your fee, click the [Edit] link in the Signing Details box. Click Update when finished. Signing Central will calculate the rescission date.

b. To add additional participants, such as a lender or title company, click the [Edit] link in the Additional Participants box. Note that you will be limited to what's in our system.

c. To add package tracking information, click the [Edit] link in the Package Shipping box. Enter the shipment or receipt date, origin and destination, carrier, status and tracking number. Our system will build a hyperlink to FedEx, UPS or DHL for you! Click Update.

d. To add Notes to your document, click the [Edit] link in the Notes box. Add your note and click Post.

Congratulations! You have just tracked your signing.


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How to Build an Invoice at Signing Central
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From here, building an invoice is easy! Simply click the Create Invoice button. Our system will take everything you've entered and build a professional invoice that can be letter folded and inserted into a single- or double-window envelope. It will be presented to you as both an HTML document and a PDF file! Here are a couple more helpful hints:

1) If you want to print the HTML document, we recommend setting all page margins to 1/2 inch and turning off header and footer printing. In both Internet Explorer and Firefox, this is under the File|Page Setup menu. We DO NOT recommend "sending" the HTML page via e-mail.

2) If you want to send the PDF document to your client, you should FIRST save it to your computer's hard drive, then attach it to your e-mail from there. To do this, you can either right-click on the PDF and "Save Target As..." or you can open the PDF and then use Acrobat's "Save a Copy" feature.

If you do not have Adobe Acrobat (which all signing agents should have), it is available here: http://www.adobe.com/products/acrobat/readstep2.html.

Finally, before using the Signing Central invoice, please VERIFY your payment information, the "Bill To" company and address, and your FEE. Obviously, you should not use the invoice unless those items are correct.


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What's (Possibly) To Come
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Here are several more things related to Signing Central we are either working on or considering:

1) Giving you the ability to have Signing Central send your client an HTML-based e-mail version of your invoice, complete with tracking number links. This is the ultimate in convenience (provided the client is willing to accept e-mail-based invoices) AND would help you to prove that, in fact, you have billed the company should you ever be questioned.

2) Giving you the ability to have Signing Central send your client a fax-based version of your invoice.

3) Giving you the ability to have Signing Central send your client a PDF-based version of your invoice.

4) Adding a Directions hyperlink to your signing documents for quick access to Yahoo!, Google and MapQuest maps. Since you've already told Signing Central where the signing will be, providing you with directions in a matter of clicks should be a breeze.

5) Payment tracking. Currently, the Signing Central invoice will only display your overall notary fee and will NOT reflect any payments your client has already made to you. We may later give you the ability to record payments, see what's outstanding, etc.


That's about it for now. If you've made it this far, again, CONGRATULATIONS! Now you just need to make sense of it all.

Take care,

Harry
Notary Rotary, Inc.