When someone asks you to remove their details

Good to know

• A signing that's still ahead can't have its signer taken out — it needs to know where and who. Cancel it first, or wait until it's done. The same goes for whoever asked for it from your page.
• In a business with several notaries, an owner or an assistant looks through the business's clients, jobs and requests. Each notary finds only their own jobs and journal lines — a journal is searched by its own notary alone.
• Someone who is only the person to call about a job — an escrow officer, a scheduler — is taken out as that contact. The job's signers and its address aren't theirs, and stay.
• A contact at a company goes whole, and so does their address wherever the company's invoices were emailed to it or kept it in their Bill to — unless it's the company's own address too, which stays the company's. Taking out whoever sent a company's order — their contact, or the request their order came with — also takes their own email and phone off a company record an order made — not a bills address its desk gave, nor a number someone else there gave; the company and its name stay.
• Someone a message only mentions is taken out of the messages that name them. Whoever sent the request is someone else, and stays.
• A client found only by what one of its invoices kept in its Bill to — your record of that client doesn't name them now — is taken out of that alone. On a person's invoice, the Bill to that kept their email or their whole name loses its address and email — never the ones your record has now — and its name too, unless that's the name your record has now. On a company's, only their email goes. Their email goes from the letters about any of that client's invoices, from the lines on its jobs' timelines that say mail went there, and from the activity log. Your record of the client stays as it is: to take out whoever it names now, look them up by the name, email or phone it holds.
• A booking you made for a person in the app gives them a page, which keeps your record of them as it read then — their name, the email their details went to, their number — and lists the letters sent there on the job's Activity. Taking the client out takes them off it too: their name, email and phone, its messages, the addresses its letters and texts went to, and the lines on its job's timeline that name them — and no letter or reminder goes from it any more, nor does the job offer its link. Someone your record of that client doesn't name now — a name you first typed for them and have corrected since, or an address it no longer holds — is taken off the page by value, whatever you looked them up by: everything on it that isn't what your record holds now goes — their name, and any email or number your record doesn't hold now, your record's own in their place where it holds them — with the letters and texts sent anywhere but your record's address and number, and its messages that name them. The page stays your client's — with a new link whenever an email or number goes, or a letter of it went anywhere but your record's address: the old link then opens nothing, and the job says so — and offers to email them the new one, where you chose to send them the details and your record holds their email. The link your client was sent stops opening too: they get the new one when you choose Email them the new link on the job, or with the next letter or reminder. Only where your record holds no number, nor an email for a page that had one, does the page go whole, with every message on it, and its link then says only that it's no longer in use.
• Taking someone out of a job never takes your client's own address now off the lines of its timeline that say mail went there — those go when the client is taken out.
• Once whoever sent a request, or the client of a booking you made, is taken out of it whole, the page its link opens says only that it's no longer in use — with a link to the notary's page while that's up — and takes no message, cancel or answer from anyone.
• While an invoice still keeps a client's address or email in its Bill to, the client never shows Nothing left to take out — an invoice made at the very moment its client was taken out can keep them, and taking them out again clears it.
• Taking out whoever sent a request ends the refusal of the email address and phone number they typed, if No more from this sender was ticked on a request in your business by the notary they asked. The request's job says so on its timeline, and so does each of your jobs a refusal that ended was made from. A refusal that notary made in another business isn't ended or told of here: it stays until its time is up, or until they take it back. Nothing else refused with them ends: not an address or number someone else typed beside theirs, and not the internet connection they came from, which stays refused until its day is up. They can ask again, and can be refused again.
• The page looks through your clients — and the Bill to each invoice kept — jobs, requests, orders by email, journal lines and messages. It doesn't look in the rest of your books, in an invoice's notes or in your mileage log.
• Requests that ended without a signing — declined, expired, cancelled or taken by another notary — lose the sender's details by themselves ninety days later, and their jobs lose the street address, your notes and the instructions, and the signers' language. A client record the request itself made for a person goes too — with anything you wrote on it — unless a signing with you still on or done, a booking you made for them yourself or an invoice rests on it, or your import of clients filled it in; and while a later request of theirs filed under it is still to be cleared, it waits, and goes with the last of them. Whoever sent a company's order goes the same way — a contact an order of theirs added at that company, and their own email and phone on a company record an order made (the company and its name stay, and so do a bills address its desk gave, a number someone else there gave and — once you've accepted an order filed under that company — the part of their email after the @, unless it's on Hand & Seal's list of free mail and forwarding services, such as gmail.com) — unless a job naming them, as the one who asked or as its person to call or client, is still waiting, booked or done, or is one you booked yourself — a request through your page counts for them only once they have said it is theirs, with Yes, this is my request. When a company's order ends without a signing and something else of its sender's is still with the notary, the sender's name, email address and phone number can stay on the notary's record of that company for as long as something else of theirs does, which after a signing can be as long as the account lasts. Where the notary accepted an order sent from an address that isn't a free mail service's, the part of that address after the @ stays on that record. An address its bills go to, or a number others there share, stays too. Meanwhile we keep one-way codes made from the sender's email address and phone number — nobody without our key can turn them back into either — so that the sender's details can still be found and removed even if the notary deleted the sender's contact. The codes go when nothing of those details is left for us to remove from that record, and they are never in the notary's export. If that notary's own account is deleted, the requests and orders they were sent go with it, and these codes with them; the jobs those requests and orders made stay with that business. Just before, we take off what we would otherwise have taken later; where something else of the sender's is still with that business, or that can't be done at that moment, those details stay on the business's record until someone there takes them off.
• An emailed order you've booked or put aside loses what was read from it by itself, ninety days after it arrived: the signers, the address, the loan number, its subject, its attachments' names, and all of its sender's address but the part after the @.