Managing Customers
No. Customers must provide proof of address along with their primary ID of choice; this is why they must choose one of the available options they can find i...
Wed, Oct 19, 2022 at 11:41 AM
If the customer signed the form in person and it was manually uploaded to the platform, you can't edit its data; the customer will need to provide you...
Thu, Feb 2, 2023 at 9:30 AM
By adding an additional email address to their SphereMail account, customers can receive notifications to both email addresses. However, they cannot reroute...
Fri, Mar 17, 2023 at 10:21 AM
Yes! SphereMail replaced the old template with the new one, and all users can now fill it out and submit it for notarization to verify their accounts.
Tue, Jul 25, 2023 at 2:12 PM
Since the plan is hidden. Customers will need to be manually activated and assigned to the hidden plan. You will need to: Manually add the customer, a...
Mon, Mar 4, 2024 at 3:48 PM