Once a notary marks the signing as complete and uploads scanbacks, a scheduler or post-closer can review the documents and either approve them or report an error using the post-closing tool on the dashboard or order page.
Enable Post Closing Tools
To enable/disable for all clients globally as an admin, go to company settings and locate post closing tools within the client settings section:
To enable/disable for an individual client, go to the clients tab on your dashboard.
Select the client account and click to edit their account. There will be a setting to turn on post closing tools for this specific client:
Post-Closing Tool on the Dashboard
On the dashboard, select the Post-closing QC filter in the Signing complete tab to view a list of all orders with a signing status that have not yet been closed and invoiced.
You can select Report error or Approve directly from the dashboard.
Or you can select the Review [#] doc link in the Scanbacks column to open the document review window.
To report on the documents, select the Looks great! button, to approve the documents or the No, I've found an error button to report an error.
If you approve the documents a message saying “Post-closing: approved” appears on the dashboard.
If you report an error, select the reason(s) why the documents are being rejected and enter additional details as necessary. Snapdocs notifies the notary about the errors unless you clear the box next to “Notify notary” before saving the post-closing status.
The notary will receive an email informing them that there was an error with the signing.
The message “Post-closing: rejected” appears on the dashboard with the reasons for the error.
Post-Closing Tool on the Order Page
After a signing status has been entered, the post-closing review options appear in the Documents section of the order. You can select Report error or Approve from this section or you can select the file you want to review.
If you select a file to review, the document review window opens and you can select the Looks great! button to approve the documents or the No, I’ve found an error button to report an error.
If you approve the documents, the message “Post-closing: approved” appears in the Documents section of the order.
If you report an error, select the reason(s) why the documents are being rejected and enter additional details as necessary. Snapdocs notifies the notary about the errors unless you clear the box next to “Notify notary” before saving the post-closing status.
The message “Post-closing: rejected” appears in the Documents section with the reasons for the error and any additional details entered.
After you review an order, you'll be able to see its post-closing status on the dashboard. Orders that have a post-closing review will be marked as either “Post-closing: approved” or “Post-closing: rejected."
After document errors have been corrected, select the Approve button in the Documents section on the order to remove the “Post-closing: rejected” status from the order and the dashboard.
