Notaries
Setting up, your day of signings, the phone app, getting paid, your records, and being found.
Getting started
From signing up to your page going live.
- Add your commission, bond and insurance
- Work through “Get your first orders”
- Set the hours clients can book
- Set up your account
- Set your fees
The phone app
Installing it, signing in, permissions, drives, widgets and the car.
- Add the home-screen widgets and shortcuts
- Choose your notifications
- Hide amounts, and lock Books or the whole app
- Install the app and sign in
- Quiet your phone at signings
Jobs & your day
Booking, the day’s signings, on your way, closing out.
- Accept or decline a request
- Book a signing from an order you were sent
- Book a signing
- Change, move or cancel a signing
- Close out a signing and get paid
Orders from companies
Your order link, answering requests, Say yes for me, messages.
- Accept or decline a company's order
- Ask a company for a higher fee
- Forward the orders you already get by email
- Keep the company posted: documents, shipping and scan-backs
- Let matching orders book themselves (Say yes for me)
Journal & state rules
Journal lines, voids and corrections, and what your state asks for.
- Fill in a journal line
- How your journal works in Hand & Seal
- Read a driver's license barcode into a journal line
- Read your state's rules as the app applies them
- Void a journal line, correct it, or add an act you left off
Mileage
Drives recorded for you, drives added by hand, the odometer and the log.
- Add a drive the phone didn't record
- Export your mileage log
- File your drives: work, personal or commute
- Record your odometer readings
- See a drive on a map, and fix it
Money
Invoices, card payments, deposits, refunds and receipts.
- Ask for a deposit when clients book from your page
- Chase unpaid invoices
- Give a refund
- Let clients and companies pay online
- Record a payment you received another way
Books & taxes
Income and expenses, receipts, what to set aside, the tax pack.
- Add an expense
- Give your accountant your books and the tax pack
- See what to set aside for taxes
- Snap a receipt and file it later
- Who reports my card payments to the IRS?
Getting found
Your page, the directory, reviews and your QR card.
Calendar & connections
Google Calendar, your phone’s calendar, Stripe, imports and your own web address.
- Bring your records over from another app or a spreadsheet
- Connect your Google Calendar
- Put your jobs in your phone's calendar
- Show your jobs in Outlook, Apple Calendar or another calendar
- Use your own web address for your page
Account, plan & security
Signing in, passkeys and two-step, your plan, your data, closing an account.
- Close your account
- Contact support
- Download a copy of everything
- See where you're signed in, and sign out
- Sign in with Google, Apple or a passkey
Troubleshooting
When something didn’t happen the way you expected.
- A card payment didn't go through
- A drive wasn't recorded
- I can't sign in
- My client didn't get my invoice or receipt
- The confirmation email didn't come
Can’t find what you need? Contact support — a person reads every message and answers by email.