Sending docs through Snapdocs

Sonia Marton -

 

In order to send docs over Snapdocs, you first have to upload them to your order.  There are a number of different ways you can upload docs in Snapdocs.  You can:

1) Drag and drop docs anywhere within the Documents box:

Screen_Shot_2017-11-30_at_2.43.18_PM.png

 

2) Manually upload files by clicking the blue "or choose a file" or "Add document +" button:Screen_Shot_2017-11-30_at_2.42.33_PM.png

 

3) Send the docs to Snapdocs via your Resware integration:

Screen_Shot_2017-09-07_at_12.17.56_PM.png 

4) Your client uploads docs:Screen_Shot_2017-11-30_at_2.56.11_PM.png

 

 

Once docs are uploaded, there are a number of ways to make sure the docs get sent to the notary:  

1. Manually send them to the notary by clicking the "Send docs to notary" button or choosing from one of the many different options for how to send them:Screen_Shot_2017-11-30_at_3.00.30_PM.png

2) Have them be automatically sent when the client has finished uploading them, or scheduled to be automatically sent a certain number of hours before the signing:

Screen_Shot_2017-11-30_at_3.02.41_PM.png

3) Have them be automatically sent over when they are pushed over from Resware.  *Please note: docs will only be sent automatically if docs are set to be automatically sent when the client is finished uploading them, if a notary has been assigned to the order, and if no docs have already been sent to the notary.

Screen_Shot_2017-11-30_at_3.24.15_PM.png
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Once docs have been sent to the notary, you can keep track of who has seen what docs in the docs box as well!  Use these indications in the docs box to increase the transparency and reduce the back and forth communication on your orders:

Screen_Shot_2017-11-30_at_3.32.38_PM.png


Related articles:

Snapdocs Resware Integration: General Information

Scheduled document release

 

 

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