*Please note: Only a company team member with Admin permissions can access and edit these settings.
To edit your Automation settings, click into your General Settings (Admin>Company Settings>General>Settings):
With this setting enabled, the automator will start automatically when an order is created.
For companies using the API or Resware, the automator will start automatically when the orders are sent into Snapdocs unless the box to disable this is checked (located under Autostart Automator).
You can always choose to just create the order without starting the Automator as well! Learn more about that here.
Notary Auto Assignment:
Using this setting, you can decide whether to allow notaries to be auto assigned and set the criteria for that threshold. The "Notary Auto Assignment" box must be checked to enable auto assign and to add any further qualifying parameters.
You can choose to auto assign favorited notaries as well as Snapdocs Verified notaries who meet your criteria. The Minimum Score you set is the floor of the scores that you have deemed acceptable for notaries to be auto-assigned. For example, based on the information in the screenshot above, if a notary with a score of 4.8 who is Snapdocs Verified, responds as available for a signing, that notary will be auto assigned. If a notary with a score of 4.2 who is not Snapdocs Verified responds as available, however, that notary will not be auto assigned because they do not meet your company's determine criteria.
Auto Accept Qualifying Counter Offers When the Automator Stops:
When this setting is turned on, a notary can be auto assigned if they counter offer a fee that is within the range your company has deemed acceptable and they meet your company's auto assign criteria. For example, based on the acceptable increase of $20 in the screenshot above, if you sent out a Refinance signing for $90 in a rural area and no qualified notary accepts the signing for that price, but one offers to do it for $110 ($20 more than $90), we will automatically assign them! But don't worry! We will never assign a notary for a higher fee if a qualified notary responds as available for the original amount.
Auto-send notary and client confirmations after notary is auto-assigned:
With this setting enabled, Snapdocs will automatically send confirmations when a notary has been auto-assigned, so you don't have to.
*Please note: If the Automator is canceled, automatic actions will not be triggered. However, the automatic workflow will continue normally if the Automator is only paused!
How to create an order using Automation