Notary Search Preferences

Erin Pierce -

Included on the General Company Settings page are your company's Notary Search Preferences. These settings control what attributes a notary must have to appear in an automated search. Only company team members with Admin permissions are able to access Notary Search Preferences.

Has a Background Check: 

If this box is checked, the notary search will automatically default to include only notaries with a background check report uploaded to their Snapdocs profile. This can still be adjusted on a per order basis at the top of the automated search. If you uncheck this box on the order page, notaries without background check reports uploaded will appear in the search. 

 

Has E&O Insurance: 

If this box is checked, the notary search will automatically default to only include notaries with an E&O insurance policy uploaded to the their Snapdocs profile. This can still be adjusted on a per order basis at the top of the automated search. You also have the option to select a minimum dollar amount for the notary's E&O coverage, which can also be changed on a per order basis. Unchecking this box on the order page will show notaries without an E&O insurance policy uploaded in the automated search.

 

Automator Message Delivery Interval:

This setting adjusts the amount of time that passes between messages sent when the automator is running. If this is set to 30 seconds, that much time will pass before a signing notification message is sent to the next notary on the list. The lowest possible setting for this is 15 seconds, but you can adjust it to anything higher than that. 

 

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