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Guide

Answer a signing handed to you

When someone in your business offers you a signing — accept it, or say no with a reason. And how to hand one back later if something comes up.

On the web and the phone appUpdated

When an owner or an assistant hands you a signing, you're told at once — on your phone and by email — and the signing waits for your answer. Until you answer, it's offered to you and nobody else.

Accept it, or say no

  1. Find it. In Jobs, the signing says Offered to you — answer it.

    Jobs on a phone-width screen: the Keller refinance, Offered to you — answer it
    Jobs on a phone-width screen: the Keller refinance, Offered to you — answer it

  2. Open it. At the top, it says who offered it to you.

    Camille Porter offered you this signing: Accept, or Say no
    Camille Porter offered you this signing: Accept, or Say no

  3. Choose Accept — it's yours, and the person who offered it is told. Or choose Say no: write Why if you like (they'll see it), then choose Say no under it.

    Say no opened: Why, with Out of town that day, and Say no
    Say no opened: Why, with Out of town that day, and Say no

A no hands the signing straight back: it goes to the business as Needs a notary, and whoever runs the business is told, with your reason.

Hand it back later

Accepted it, and now something's come up? You can still give it back while it's ahead.

  1. Open the signing. It says You accepted this one from whoever offered it.

    You accepted this one from Camille Porter, with Hand it back
    You accepted this one from Camille Porter, with Hand it back

  2. Choose Hand it back, write why if you like, and choose Hand it back under it.

It goes back as Needs a notary, and they're told — the sooner, the easier it is to find someone else.

Good to know

  • Once a signing's time has passed, close it out yourself rather than handing it back: only the notary who did a signing writes its journal lines, and while it's yours, nobody in the business can pass it to anyone else.
  • Once a signing is yours, you see it, its client and its invoice. As an employee, that's all: you don't see the business's other signings, or its books.
  • Your journal lines and your drives for the signing are yours, as they always are.

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