Favoriting Notaries

As a scheduling company using Snapdocs, you can create a personalized list of notaries you prefer to work with by adding them to your company favorites.

Favorited notaries will always appear higher in the automated search than notaries who you have not favorited. This means they will receive signing notifications first and are therefore more likely to be automatically assigned to an order. Favorited notaries are marked with a yellow heart icon and will appear as a favorited notary for each user in your company.

There are a couple of ways to favorite a notary. You can either favorite a notary from your order page or from your Notaries page.

Favoriting a Notary From an Order

Step 1: In the Notary section on the order there is a yellow heart icon under the notary’s information. If the heart is not filled in, the notary is not currently on your favorites list.

Step 2: Select the heart icon to add the notary to your favorites list.

Step 3: The heart will turn solid yellow, which means you have successfully favorited the notary.

Favoriting a Notary from the Notaries Page 

Step 1: Select Admin, then Notaries.

Step 2: Search for a notary by name, email, etc.

Step 3: Select the notary to open their profile and then select Favorite.