Notaries and client users cannot communicate directly within Snapdocs mainly because we want you, the admin, to have control over what is shared back and forth. Comments can be forwarded from the notary and/or client so that messages do not need to be copied and pasted into a new message.
Here's how it works:
1. When you receive a comment from the notary and/or client, place your cursor on the comment and an arrow icon appears. Select the arrow icon.
2. A window opens to show you what the recipient will see. Select the Confirm button to forward the comment to the recipient.
Note: After the comment is forwarded, a new icon appears noting who the comment was forwarded to. Place your cursor over this icon to see who forwarded the comment and when it was forwarded.
The recipient receives an email notification about the new forwarded comment and the comment will appear on their order page.
The sender will see on their end that the comment was forwarded to the recipient.
