Snapdocs Scheduling confirmation emails can be automatically sent to the client, consumer, and notary.
Snapdocs Scheduling confirmation emails can be automatically sent to the client, consumer, and notary, after assigning a notary.
- The Notary confirmation is sent right away.
- There is a 5 minute countdown for the Client confirmation (this confirmation email is sent to the client and the consumer if their email is added to the order). This delay allows for the notary to be removed for any reason before an email is sent to stakeholders.
During this 5 minutes you can select Preview email (to see the message sent in the email), Send now (to override the 5 minute countdown), or Cancel (so the email does not send). This setting can be turned off if you want to manually send confirmations on each order.
Turning Off Auto Sending Confirmation Emails
An admin can turn off the setting to automatically send confirmation emails if you want to send these emails manually for each order.
Step 1: Select Admin > Company settings
Step 2: Select Settings
Step 3: In the Order Settings section, clear the box next to Automatically send confirmation emails to notary and client after a notary has been assigned.
Step 4: Select Save