Certain signings may not require documents to be uploaded to the order such as in-office signings.
You can adjust the External Documents setting on a signing product so that the document status is updated automatically after a notary is assigned. This way you do not have to manually update the document status on the order.
Note: Even if you have this setting turned on for a product, you are still able to upload documents to an order.
To turn on the External Documents setting and see how it will appear to you and the notary, see below.
Turn on External Documents for a product
Step 1: Select the +Add a Product button on the Products page or select an existing product to edit it.
Step 2: On the signing product create/edit page, select Show advanced settings.
Step 3: Switch the External Documents option to Yes, and then choose how the documents are handled outside of Snapdocs.
Step 4: Select the Create Product button to save the settings.
How will your selection appear to you and the notary?
After you have chosen the method for the notary to receive the documents for the signing you, you can see which products have the setting on the Products page and the order’s document status will update automatically when the notary is assigned.
Product page view
You can see which products allow external documents in the product list by looking for the page icon.
Order page view
After a notary is assigned to the order the document status automatically updates with the chosen method.
The Activity section shows that the document status has been auto-set as well
