Post-Closing Tools on Snapdocs

Once a notary marks the signing complete, schedulers and post-closers have the option to approve or report errors on the uploaded signed documents.

Enable Post Closing Tools

To enable/disable for all clients globally as an admin, navigate to company settings and locate post closing tools within the client settings section.

To enable/disable for an individual client.

Step 1: Navigate to the Clients tab on your dashboard. 

Step 2: Select the client account and select 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

Step 1: 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.

Step 2: Select Report error or Approve directly from the dashboard.

Step 3: 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.

Step 4: If you approve the documents a message saying “Post-closing: approved” appears on the dashboard.

Step 5: 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.

Step 6: The notary will receive an email informing them that there was an error with the signing.

Step 7: 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.

Step 1: You can select Report error or Approve from this section or you can select the file you want to review.

Step 2: 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.

Step 3: If you approve the documents, the message “Post-closing: approved” appears in the Documents section of the order.

Step 4: 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.

Step 5: The message “Post-closing: rejected” appears in the Documents section with the reasons for the error and any additional details entered.

Step 6: 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."

Step 7: 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.