Notaries and client users cannot communicate directly within Snapdocs mainly because we want you, the admin, to have control over what is shared back and forth.
Note: Comments can be forwarded from the notary and/or client so that messages do not need to be copied and pasted into a new message.
How to forward a comment
Step 1: When you receive a comment from the notary and/or client, place your cursor on the comment and an arrow icon appears. Select the arrow icon.
Step 2: A window opens to show you what the recipient will see. Select the Confirm button to forward the comment to the recipient.
Step 3: After the comment is forwarded, a new icon appears noting who the comment was forwarded to. Place your cursor over this icon to see who forwarded the comment and when it was forwarded.
Step 4: The recipient receives an email notification about the new forwarded comment and the comment will appear on their order page.
Step 5: The sender will see on their end that the comment was forwarded to the recipient.
