Post-Closing Tools on Snapdocs

Erin Pierce -

Post-closing status reporting and tracking brings even more visibility to your orders on Snapdocs. After a signing, schedulers and post-closers can approve, report errors, and notify notaries of necessary corrections. Once a signing status has been added to an order, schedulers and post-closers can conduct a review and report the post-closing status from the dashboard or the order detail page. 

With Snapdocs Post-Closing Tools, your team can find and fix errors faster than ever - meaning, less work and more closings!

Report post-closing status from the dashboard

On the dashboard, you can click the Post-closing tab on the dashboard to view a list of all orders with a signing status that have not yet been reviewed.

 

You can directly approve or report errors on orders from the Post-closing tab.

 

You can also see an order’s scanbacks before reporting a post-closing status. When scanbacks are available, you’ll see a link to review documents from the Post-closing tab on the dashboard.

 

When viewing an order’s scanbacks in Snapdocs, you can see each file that’s been uploaded by the notary. When you’re ready to report a post-closing status on the order, click “Report Error” or “Approve all.”

 

If you report an error, select the reasons why the documents are being rejected and write in additional details as necessary. Snapdocs will automatically notify the notary about the errors unless you uncheck the box before saving the post-closing status.

 

Report post-closing status from the order detail page

You can also report a post-closing status from the order detail page, after a signing status has been added.

To open an order from the Post-closing tab, click the order number.

 

Here, you’ll see that your order is ready for a post-closing review. You'll find a list of all the documents uploaded by the notary and can open and view the scanback files.

 

You can approve the order, report errors, and alert the notary of any errors when viewing scanbacks from the order detail page as well.

 

Viewing orders with post-closing statuses on the main dashboard

Orders that have a post-closing review will be marked as “Post-closing: approved” or “Post-closing: errors" on your main dashboard. Orders that have errors will appear near the top of your dashboard so you can quickly see that they need attention. Your “Post-closing: approved” orders will appear below your more urgent orders.

 

Have a question about post-closing tools or want to enable post-closing tools for your company? Email support@snapdocs.com for further assistance!

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