How can I demonstrate to companies that I am an attorney?

Felicia -

If you are an attorney who would like to use Snapdocs to receive closing opportunities, there are a few ways to easily show companies that you are a licensed attorney.

 

Indicate That You Are an Attorney on Your "My Profile" Page

Marking yourself as an attorney is an easy way for companies to see that you are a licensed attorney. To do so, just follow these instructions:

1. Login to your account at app.snapdocs.com.

2. Click on "My Profile" in the left-hand column. 

my-profile-dashboard-arrow-8-17-2017.png

 

3. On your "My Profile" page, scroll down the page until you see the "Additional Info" box on the right side of the page. There should be a checkbox next to "Attorney?"

arrow-pointing-to-attorney-checkbox.png

 

4. Click the check box to indicate that you are an attorney.

attorney-checkbox.png

 

5. Then, just click on the "Update Profile" button in the upper-right corner to confirm your updates.

8-17-2017-update-profile-button-arrow.png

 

6. If your updates have been successfully saved, you should see a "Successfully updated!" message appear at the top of your screen.

8-17-2017-successfully-updated-profile.png

 

Upload Your Bar Card

If you'd like to provide proof to companies that you are a licensed attorney, you can upload your bar card. Uploading your credentials is completely optional. However, uploading your credentials demonstrates to hiring companies that you are credentialed and qualified. 

Any uploaded credentials are securely stored. All companies that use Snapdocs can only access your non-sensitive credentials, which includes bar cards. For sensitive credentials though, companies can only view them after assigning you to an order. Learn more about who can see your credentials here.

1. Login to your account at app.snapdocs.com.

2. Click on "Credentials" in the left-hand column.

8-17-2017-credentials-arrow.png

 

3. If you have already indicated that you are an attorney on your "My Profile" page, "Bar Card" should be listed underneath your "Missing Credentials" on the right side of the page. If not already selected, click on the "Bar Card" link and you should see a form to upload your bar card. Like other credentials, just fill in all required fields, upload your bar card, and click "Save" to upload the file. Companies can then not only see that you've indicated that you're an attorney, but also see that you have a valid bar card. 

8-17-2017-bar-card-missing.png

 

4. If you have not yet indicated that you are an attorney on your "My Profile" page, the ability to upload a bar card will be listed under your optional credentials on the right side of the page. Click on the "Bar Card" link if you'd like to upload a bar card.

8-17-2017-bar-card-optional.png

 

5. If have not yet indicated that you are an attorney on your "My Profile" page and clicked the "Bar Card" link as shown in the previous step, a box should appear towards the top of your page asking if you are a licensed attorney. Click the "Yes I am" button to indicate that you are indeed a licensed attorney and to proceed to upload your bar card. Clicking the "Yes I am" button also automatically indicates on your "My Profile" page that you are an attorney.are-you-an-attorney.png

 

6. To upload a bar card, just fill in the empty fields, select the file you'd like to upload, and click "Save."

upload-bar-card-form-filled.png

 

7. If your bar card has been successfully uploaded, it should now be listed on your "Credentials" page.

bar-card-uploaded.png

 

Related Reading

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.