Snapdocs for Client Users - Short Guide

Natalie Wallace -

Log in

You'll receive a login email that looks like the below image.  Click "Activate Your Account."

 

If this is your first time working on Snapdocs, you'll be prompted to create a password.

 

Scan your dashboard

If there are no orders yet, it'll look like this:

If there are orders, you'll see them listed by urgency and status.

 

Add an order

To add an order, click the blue "+Add Order" button:

A blank order form will pop up:

Fill it out as best you can and hit "Create Order."

 

Learn the order basics 

Within each order, you'll be able to see general information on the signing, notary, consumer, and the company you are working with. You'll be able to stay on top of the progress as well as upload docs & comment on the order.

If you upload docs, be sure to click the green “Finished Adding Docs” once you’re done.

 

Related articles:

Snapdocs for Client Users - Detailed Guide

What does a client user account look like in Snapdocs?

Adding Client Companies, Client Users and Signing Products

 

 

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