Just like you can tailor your notary search preferences within the Automator per order, you can adjust them for all your orders in your Company Settings.
Note: Only company team members with Admin permissions can access and adjust these Search Preferences.
How to find and adjust Notary Search Preferences
Step 1: Access the Search Preferences section on your Settings page.
Note: This is below the Verified Notary Preferences section which is very similar.
Step 2: In the Search Preferences section, the settings control what attributes a notary must have to appear in your automated searches.
- If the box for Is Snapdocs Verified is selected, the notary search will only include notaries who are Snapdocs Verified.
- If the box for Has a Background Check is selected, the notary search will only include notaries who have a background check report uploaded to their Snapdocs profile.
- If the box for Has E&O Insurance is selected, the notary search will only include notaries with an E&O insurance policy with the minimum amount specified ($25,000 in the example above) uploaded to their Snapdocs profile. Use this section to specify the minimum amount of insurance the notaries you work with must-have.
Step 3: Scroll to the very bottom of the page and select Save.
Notary Search Preferences Within the Automator
Your preferences can also be adjusted per order in the Automator. By selecting or deselecting the checkboxes next to the options the search will reach out to the notaries that meet the requirements for the search.
