How to add and edit products

Erin Pierce -

There are two options for configuring your signing products on Snapdocs. The option you choose has to be adjusted by someone at Snapdocs, so if a change is necessary please reach out to us at support@snapdocs.com.

Client Specific Signing Products:

If you choose this option, you will be able to add specific signing products on a per client basis. This means that for every client, you can add signing products to their client profile. Start adding products by clicking Admin in the upper right corner and then on Clients in the drop down menu:

Then, click into a client profile and notice the section in the upper right corner specifically for Signing Products:

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Click on "Add a Product" and a window will open where you can add the details of the new signing product.   

*Please note: Everything that you add to this signing product here will be specific to not only the client, but to the product as well: any instructions you add here will pre-populate on all orders with this product. This option is great if you have clients with very specific instructions both for their company and for each product.

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Once you have added signing products to all of your clients you will see this information on the Order Create page, as will your client.

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To edit a client specific product, just click into the client and then on the pencil icon next to the product. To delete the product, just click the x!

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Generic Signing Products:

If you choose to use generic signing products, all of your signing products will be available for all of your clients. Remember, this setting has to be adjusted by someone at Snapdocs, so if you are interested in this option, reach out to us at support@snapdocs.com.

Important note about Resware: For Enterprise clients looking to set up Lender Mapping for the Resware integration, you have to have generic signing products set up. Client specific products are not available for Lender Mapping. 

If you have generic signing products, you will have a separate Products section in the Admin drop down menu.  In order to add or edit products, click on it:

 

Then, on the Products page, click "Add a Product":

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On the window that opens, add all the signing product information. Remember that these will be the same for all your clients, and any instructions you add here will pre-populate on all orders with this product.

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Then, when you go to create an order, all of the products will be available to select from across all of your clients.

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To edit a generic product, just click into the Products tab and click on the name of the product.  To delete a product, just click on the "X" next to the product!

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Adding special instructions

You can add scanback instructions on a per product basis with both Generic or Client Specific products by following the steps outlined here.

You can add Additional Instructions with both Generic or Client Specific products by clicking into the product, and then clicking on "Show advanced settings":

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Then, add Additional Instructions:

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Sharing notary contact information

Notary contact information is shared with the client user on a per product basis with both Generic or Client Specific products.  To choose how much information to share, simply click into the Advanced Settings within a Product:

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Then select the information that you would like shared with the client user:

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That information will then be included on the Client Confirmation email:

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And visible on the Client user's order page:Screen_Shot_2018-03-21_at_8.27.10_PM.png

 

Related Articles:

Adding Clients Companies and Client Users

Lender mapping Resware integration for title companies

How to note that scanbacks are required

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