E-Sign and Notarize a Document with Your In-House Notary

Step 1: 

Select Edit invoice items.  

Step 2:

Enter the values you would like to invoice for into your schedule of values, and then select Save.

Step 3:

Select Compile and send billing packet.

Step 4:

Enter your four digit pin then select Sign document to sign the notary-required document.

Step 5A:

For e-Signature:

The notary will enter their email address, their PIN, and their login password.

Then the notary will select Sign document to sign the notary-required document.

Step 5B:

For Wet Signature:

Select Download document to download the document. Print it. And wet sign alongside the notary.

Then scan the wet signed document. Then select Upload document to upload the document.

Step 6:

Click the drop down to select who you would like to send your billing packet to at your client. 

Step 7:

Select Submit to send the billing packet to your client via email. 

Step 8:

Select Yes to confirm that you are sure you would like to submit your billing packet. We will email a link to your billing packet to the email addresses listed in the pop up. You will be copied on the email. 

Step 9:

Your client will receive a copy of your billing packet from the email {CompanyName} via Flashtract <[e-mail]> with the subject line “{CompanyName} has sent you a pay application for review!”

Please ask your clients to add [e-mail] to their company’s email contact list to ensure all emails from Flashtract are received. 

In order for your client to review your monthly billing, they will click the link in the email that says “Review Pay Application”. 

Step 10: 

Your client will be taken to a billing packet review page where they can review the submission. If they would like to download your billing packet have them click "Download All".

Your email address will be copied on the email so your client can reply all for all invoicing questions, revisions, and approvals so that you are notified. 

If your client would like someone else from their company set up to receiving your monthly billings, you can adjust the client members contact info under the Clients tab in Flashtract.

Pay app submission complete! 

If you have any questions please contact Flashtract support: 1 [phone] or email us at [e-mail].