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Client User Preferred Notaries

Snapdocs provides Client Users the ability to favorite their own notaries. Client User Preferred Notaries will be prioritized first in the Automator when searching for a signing agent.

The automator will order notaries using the following ranking system: 

1. Client user preferred notary

2. Client preferred notary

3. Signing company favorite notary

4. Remaining notaries

How to favorite notaries

Step 1: Select your name in the right corner of the Navigation bar then select Notaries.

Notaries Option for Clients

Step 2: Select +Add Preferred Notary to add a new notary. 
Add preferred notaries

Step 3: Notaries can be searched by name and email address.Select the notaries name in the dropdown, then select Add. 
Search for Notary

Note: The name or email address must be exact or the notary will not populate.

Step 4: A green banner will populate saying "[notary name] added to your list of preferred notaries." You will also see the notary was added below. You will now be able to see the notary ID, Name, Feedback percentage, Order count, City/State, and phone number. To remove the notary, click on x at the end of the row.notary added to your list of preferred notaries