As a client user you can access and create orders for your company by logging in with your account information provided to you by Snapdocs. This article is a brief overview of getting set up with your login information, accessing your orders, creating orders, and interacting with your orders.
If this is your first time working on Snapdocs, create a password.
On your dashboard you can view your orders and create new orders.
Create a New Order
When you're ready to add an order, select the +Add Order button to open the Create Order page. Enter the order details (i.e., location and date & time), choose which client company this order is for (if you work with multiple), enter the consumer’s information and choose to give the consumer access or not, and add participants if needed.
On the order page, you can stay up to date with your signing and take action on it when necessary (e.g., upload docs, add additional participants, send messages to other users, etc.).
After a notary has been assigned by your company, their information appears on the order page.
You will also receive an email alerting you a notary has been assigned.
When the docs are ready, you can upload them and send them to the notary on the order.
Note: If the notary has not been assigned yet when you select Finished Adding Docs a message that says, “Thanks for letting us know. We will send the documents to the notary when possible. You can still add documents if necessary.” appears at the top of the order.
You can see when the notary confirms the appointment with the signer and docs have been sent to the notary.
You will also be able to see when the signing has been completed.
If a signing was unsuccessful, canceled, or put on hold, you are alerted to that as well by a status in the upper right corner and a comment.
To send messages to other parties on the signing, enter a message into the comments box, and choose who to include on the signing.
All messages on the order, those sent to and from you, are in the Activity section of the order.
You will receive periodic updates throughout the singing process over email or as an in-app notifications, depending on the settings that the company you're working with has configured. If you receive a comment via email you can also respond to the comment by selecting Reply All. The email will be sent as a comment on the order if the email settings are set correctly.
Note: Attachments added to comment emails will not upload to Snapdocs. You will need to log in to Snapdocs to upload documents for the signing.