Snapdocs Notary Connect
Account and Logging In
- Notary Connect: How to Login with a Shared Email Address via MFA
- Notary Connect: How to Set Up Multi-Factor Authentication
- Notary Connect: How to Login with Multi-Factor Authentication
- Login Issues
- Updating the Email Address On Your Snapdocs Account
- Secondary Login Codes
- Do you Have a Mobile App?
- Updating Account Information
- What to do When your Account is Locked
- Switch between roles: Admin, Signing Agent, Client and Participant
- Why am I not receiving emails?
- Getting Familiar With Your Snapdocs Account
- Creating and Deactivating Accounts
- Active Sessions
- Security and Two Factor Authentication
Navigating Snapdocs as a Scheduler
Notary Search and Order Assignment
- Assigning a Specific Notary to an Order
- Using Snapdocs to Find the Best Notaries
- How long does it typically take to find a notary on Snapdocs?
- Find a notary that speaks a certain language
- Proximity Search
- Notary Distance From the Signing Location in the Automator
- Finding Notaries Outside the 50 States
- Setting the Mile Radius For an Order
- Witness Requirement
- Searching For a Notary Using the Automator
- Automator Message
- Automator Statuses
- Available Signing Outreach and Order Confirmation
- Increasing Notary Response Rates
Managing Scheduling Orders
- Pinning an Order
- Forwarding Comments
- The Activity Section
- Sending Order Confirmations
- Archived orders
- Duplicating an Order
- Removing a Notary From a VendorPay Order
- Placing an Order on Hold
- Rescheduling a Signing Appointment
- Adjusting Client Fees
- Adjusting Notary Fees on an Order
- How to Remove a Notary From Your Order
- Removing a Signing Status
- How to Cancel an Order
- Appointment Confirmation Status Updates
RON Orders
Quality Control and Post-Closing
Scheduling Order Consumer
Scheduling Client
- Using Snapdocs as a Client User
- How a Client User Can Deactivate and Reactivate Notaries
- Client User Login
- Client Contact Sharing
- Replying To Order Notifications Via Email
- Improved comment visibility via email
- Client Order Updates
- Client <> Notary Messaging
- Add Client Companies and Client Users
- Addressing Errors When Editing a Current Client User's Email Address
- Deactivating Clients and Client Users
- Client User Settings and Experience
- Sharing Notary Contact Information With Clients
- Does Snapdocs have an introductory email we can send to our clients?
- Adding a Client User to Multiple Client Offices
- Viewing Client and Notary Invoices
- Who is a Participant on an Order and What Access do They Have?
- Participant Emails
Scheduling Company Team Management
Scheduling Company Settings
Settings for Product and Notary Search Success
- Smart Radius
- Attorney Signings
- Order Settings
- Document Release Settings
- Scanback Method and Deadline Settings
- Adding and Editing Generic Signing Products
- Adding and Editing Client-Specific Signing Products
- Require notaries to complete document checklist
- Language and Scanback Requirements
- Estimated Page Count
- Autogenerate FedEx Labels and Tracking
- Notary Search Preferences
- Document Checklist
- Automatically Prompt Notaries to Confirm Signing Appointments
- Auto Closing Completed Orders
- Adding Client-Specific Special Instructions on Orders
- External Documents
- Requesting Scanbacks on an Order
- Locally Adjusted Pricing
Notary Credentials and Preferences
- Locating Notary Accounts
- How to Invite Notaries to Snapdocs
- What is Snapdocs Verified?
- Snapdocs Verified Notary Preferences
- How to check a notary's credentials
- Notary Credential Process & Company Setting Options
- Favoriting Notaries
- Client User Preferred Notaries
- Manage your client company preferred notaries
- Notary Feedback
- Notary Scores
- Deactivating a Notary
- Reactivating a Notary
Enhanced Automation
Invoicing and Payments
- Payment Method Options and Setup
- Tracking Payments
- Notary Payment Tab
- Preliminary Invoices
- Order Level Invoices
- VendorPay Common Questions
- VendorPay Bill Cycles
- Guide: Snapdocs VendorPay
- How Do Notaries Know if my Company is Using VendorPay?
- Issuing 1099s and Locating TIN's
- Notary W-9 Forms
- Client Level Invoices
Company Reports and Analytics
Qualia Integration
ResWare Integration
- How to Integrate with Resware
- Sending Signing Specific Notes and Documents in Resware
- Sending Signing Statuses From Snapdocs to Resware
- Send Orders from Resware
- Submitting Orders Via ResWare Demo
- Sending the Notary Confirmation PDF to Resware
- Lender mapping Resware integration for title companies
- Adding Participants to an Order in Resware
- Sending Documents Through Snapdocs