How to note that scanbacks are required

Erin Pierce -

If you have a signing product that requires scanbacks (faxbacks), Snapdocs gives you the ability to mark this on the signing product and/or the order create page.

Scanbacks required by signing product:

If you have a signing product where scanbacks are always required, you can note this on the signing product so that every time you create an order using that product the notary will see that scanbacks are required. To use this feature, click into the signing product that requires scanbacks (*Please note: navigating to your signing products differs depending on whether you have client specific products enabled or generic products):

Screen_Shot_2017-03-09_at_10.55.19_AM.png

 

On the edit product window that opens, you should see a check box that says "Any scanbacks required?" If this box is checked, the notary will see that scanbacks are required as well as any specific instructions you have added there for those scanbacks.

Screen_Shot_2018-03-09_at_2.57.30_PM.png

 

Then, every time you select this signing product for an order, the "scanbacks required" check box on the order create page will be automatically checked and the scanback special instructions will auto-populate. You can always uncheck this box on the order create page if there is a specific order where scanbacks are not required:

Screen_Shot_2018-03-09_at_3.01.33_PM.png

 

Scanbacks required on a per order basis:

You are also able to note that scanbacks are required on a per order basis. When you create an order there should always be a box to note whether scanbacks are required for products that don't mandate them on a product level:

Screen_Shot_2017-03-09_at_11.06.45_AM.png

 

Just check the box and a text box will appear for scanback specific special instructions:

Screen_Shot_2017-03-09_at_11.07.15_AM.png

 

What does the notary see on their end?

When the notary receives a signing notification, scanbacks required will be visible on the signing notification:

Screen_Shot_2018-03-09_at_3.07.31_PM.png

 

You can also choose to make notaries then separately acknowledge that scanbacks are required for the signing.  If that is something you are interested in, please reach out to support@snapdocs.com so that we can turn that additional feature on for you!

Screen_Shot_2018-03-09_at_3.08.07_PM.png

 

The notary will also be able to see all scanback information, including the special instructions for scanbacks, in the notary confirmation email:

Screen_Shot_2018-03-09_at_3.11.21_PM.png

 

Lastly, the notary can see that scanbacks are required and any scanback instructions in the General Instructions section of their order view:

Screen_Shot_2018-03-09_at_3.36.00_PM.png

 

Related articles:

How to add and edit products

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.