Deactivating a Notary

When a notary is deactivated, they will no longer appear in your automated searches and will not be assigned to orders.

As a scheduling company, we give you a lot of tools to manage your notaries. Despite everyone's best efforts, sometimes a notary just doesn't work out. In instances where that has happened, we recommend that you deactivate them. You can choose to deactivate a notary for all clients or for a particular client and view all deactivated notaries of a client.

Deactivate a notary

Remove notaries from receiving your order requests by following these steps:

Step 1: Select Admin and then Notaries to bring up the list of notaries in Snapdocs.

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Step 2: Use the search function to locate the notary you would like to deactivate, then select the notary to open their profile.

Step 3: Select Deactivate.

Step 4: Provide a reason for the deactivation by choose one of the options.

Deactivate a notary for multiple clients

Step 1: Choose the client company you want to deactivate the notary for then select the Continue button.

Step 2: Refresh the notary's profile page, then look for the Client Deactivations section.

Step 3: Select view to confirm the client name is in the Client Deactivations list.

Step 4: To deactivate the same notary for the second client, select Deactivate again.

Step 5: Choose the next client and repeat the steps until you have chosen all the clients you do not want this notary to work for.

View All Deactivated Notaries For a Client

You can see all deactivated notaries for a given client by visiting the client's profile page. 

Step 1: Select Admin then Clients to bring up the list of clients.

Step 2: Select the client name you need to open their profile page.

Step 3: On the profile page, navigate to the Preferred Notaries section and select Deactivations to see the list of deactivated notaries for the client.

Click on the Deactivation tab to bring up the list of deactivated Notaries for this client: