Order Settings

To get to your Company Settings, select on Admin in the upper right corner, then select Company Settings in the drop down menu. You will be taken to your Company Info page where there is also a navigation bar on the left side of the screen. Select Settings in the General section. 

This section is where you can adjust many different settings, including your Enhanced Automation settings, Document Release settings, Verified Notary Preferences and Search Preferences. 

If you scroll down past your Automation settings, you will find a number of other settings.

What each setting means

Set the scheduler who created the order (if any) as the order owner

If this box is checked, Snapdocs will automatically assign the Admin or Scheduler who created the order as the Order Owner. If the box is unchecked, there will be no owner assigned to an order unless they are manually assigned. Assigning an order owner can be helpful if that person needs to be in the loop on email communication.

Attempt to confirm the appointment with the consumer

If this box is checked, Snapdocs will prompt the notary to call the signer and confirm the appointment.

This setting will only prompt the notary to confirm if there is a phone number listed for the signer on the order. The notary will see the following when they look at the order in Snapdocs.

When they select the orange Confirm button, the following window will open. 

The notary has the ability to either confirm the time and date work for the signer or select the signer is not available. If the signer is not available, the notary can suggest a different time. 

You can adjust your email settings to be notified when the appointment is either confirmed or a change is requested. The notary is not able to change the time of the appointment, they can only suggest a new time.  

If this setting is turned off, the notary will not be asked to confirm the appointment and will not see any of the above actions.

 

Give favorites more time to respond

If this box is checked, Snapdocs will wait for a longer period of time after contacting a Favorited notary through the Automator. (If a favorite declines the offer, the Automator will immediately move on to the next notary.) 

 

Suggest actions on the dashboard

If this box is checked, Snapdocs will show you helpful tips and actions in the upper right corner of the dashboard. 

 

Messages will appear in the following circumstances

• The Automator has stopped on an order.
• A signing status has not be reported on an order.
• There is an order without docs uploaded and the signing is getting close.
• The docs have not been sent to the notary and the signing is getting close.
• The docs have not been downloaded by the notary and the signing is getting close. 

 

Auto-close completed orders

To keep your dashboard as organized as possible, we auto-close orders after they have been completed. In your company settings, you can select how much time should pass before closing the order. The options are 15 minutes, 24 hours, 1 week or 30 days. If you are on VendorPay, orders are automatically auto-closed after 1 week.  But don't worry! You can always manually close orders before this window at any time.

 

Automatic reminders

If a client has not uploaded required documents for the order two hours before the signing appointment, the system will automatically send a reminder on the order. The same goes for a notary and scanbacks. If the notary does not have scanbacks uploaded 2 hours after the signing, communication will be sent to the notary on the order reminding them to do so. 

Note: Remember to select Save at the bottom to keep all the changes you make!