Manage Customers

Is there anyway a customer can submit both their state ID and passport info as the two proofs of ID for the USPS Form 1583?
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
Can we edit customers' info if they made a mistake filling their USPS 1583 forms? →
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
Question for a new client: Are you able to have billing information sent to a separate email address? →
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
USPS issued a new 1583 form earlier this year, does SphereMail use the new template? →
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
Can a link be generated for a hidden plan?
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