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: Click on Notaries in the right corner of the Navigation bar.
Step 2: Click +Add Preferred Notary to add a new notary.
Step 3: Notaries can be searched by name and email address. Click on the notaries name in the dropdown, then select Add.
Note: The name or email address must be exact or the notary will not populate.
Step 4: A green banner will populate saying Notary Added. 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.
