Enhanced Automation Suite Settings

Erin Pierce -

For Enterprise companies with Enhanced Automation turned on, we provide settings to customize the way our Automation Suite will work for you. These settings live under your General Settings

*Only a company team member with Admin permissions can access and edit your enhanced automation settings.*


Autostart Automator:

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).

Notary Auto Assignment:

Using this setting, you can decide whether to allow notary auto assignment and customize the criteria for auto assignable notaries. The "Notary Auto Assignment" box must be checked to enable auto assign and to further customize the parameters. 

You can choose to auto assign your favorite notaries as well as Snapdocs Verified notaries who meet certain criteria. Minimum Rating is the feedback percentage on the notary profile. Snapdocs uses company and consumer feedback across the platform to calculate the notary's rating percentage. Minimum Experience is the minimum amount of orders that the notary has completed on Snapdocs. For example, in the screen shot above, if a notary with a 99% feedback rating, 10 orders completed on Snapdocs and is Snapdocs Verified, responds as available for a signing, that notary will be auto assigned. If a notary with 60% feedback rating, 74 orders on Snapdocs and is not Snapdocs Verified, responds as available, that notary will not be auto assigned because they do not meet the criteria. 

Auto Accept Qualifying Counter Offers When the Automator Stops: 

If this setting is turned on, a notary can be auto assigned if their counter offer fee is within a certain range and they meet your company's auto assign criteria. Just select an acceptable price increase maximum and any time an auto assignable notary counter offers within that range, they will be auto assigned. Use this feature to save your schedulers' time and money!

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, helping your schedulers save time with less manual touches. 

Have more questions? Submit a request


Please sign in to leave a comment.