A client user is an individual at your client's company that can view and/or create orders and receive updates via email or notifications on an order if you choose to grant these permissions.
The client company admin can create an account for a client user. Here is a walk through of their account and uses. A client user’s order page allows them to interact with others that have access to the order, add documents to the order (if permitted), and view the progress of the order.
Note: If the client user is designated as a manager, they will be able to see orders for other client users at their company and grant/revoke other users' manager status. If they are not a manager, they will only be able to see their orders.
Notification settings
Client users can receive emails and notifications for orders. There are a number of different emails and notifications you can elect to have the client user receive in your company settings. Some of the emails and notifications that a client user may receive if permitted are:
- Order is created by a client
- Order is created by someone in your company
- Document was added or removed by the client
- Document was added by the notary
- Client, participant, consumer, or notary adds a comment to an order
- Notary responds to a rescheduled appointment
- Consumer or notary requests an appointment change
- Notary responds as available
- Notary marks an order as “Did not sign”
- Notary marks an order as “Complete”
- Order is closed without sending an invoice, send completion notification
- And more!
Order Settings
Learn how the client user submits an order on Snapdocs here.
You can give the client user the ability to send the documents directly to the notary after they have uploaded them in your document release settings. If you choose to enable this setting, the client user can select the Release docs to notary button to mark the documents has finished. Additional documents can still be added after this button is selected.
