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What does "Needs a notary" mean?

A signing in your business that nobody has yet — said no to, handed back, booked by an assistant, or left by someone who has gone. Hand it to someone, or cancel it.

On the web and the phone appUpdated

Needs a notary marks a signing in your business that nobody has yet. It happens when:

  • the notary it was offered to said no, or accepted it and then handed it back — their reason, if they gave one, is on the signing;
  • an assistant booked it, and nobody has been given it yet;
  • the notary it was with left the business, or was taken off the team, before it happened.

Owners and assistants see it in Jobs, beside the signing (Needs a notary — said no, after a no), and in the Calendar. Once its time has passed, an owner's Today on the web lists it with the signings ready to close out — done, and nobody has it, with Take it on. On the signing's own page, Who does it says why:

Who does it, Needs a notary: Priya Raman said no, Out of town that day, with Assign to and Take it myself
Who does it, Needs a notary: Priya Raman said no, Out of town that day, with Assign to and Take it myself
Who does it, Needs a notary: Priya Raman said no, Out of town that day, with Assign to and Take it myself
Who does it, Needs a notary: Priya Raman said no, Out of town that day, with Assign to and Take it myself

To give it to someone, choose them under Assign to and Offer to … them — or choose yourself and Take it myself. On the phone, tap Assign to… on the signing. The steps are in Hand a signing to someone in your business.

If nobody can take it, tell the client, and cancel the signing from its page as you would any other.

A signing that has already happened

If its time has passed and its notary has left the business, nobody left can close it out — only the notary who did a signing writes its journal lines. Its page says Nobody here can close this out, with Cancel the job. If it did happen, the notary who did it books it again themselves, and closes it out.

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