This article explains how to duplicate an order. If you need to duplicate an order to assign a new notary, this article also explains the possible actions needed on the original order.
Duplicate an order
To create a duplicate order, follow these steps:
1. Under the signer’s information on the order, select Duplicate.
2. The page that opens will look like the order create page with all of the signing information already added. There are three check boxes at the top that you can use to choose whether you'd like to assign the same notary, include the same documents, and/or notify the client of the duplicated order. Choose a new date and time for the order.
3. Select Create Order to save.
4. The new duplicated order will open and you will see details from the previous order in the comments section. The original order number will appear as a link that you can use to go to the original order.
Actions to take on the original order
There are several actions you can take on the original order depending on if the original notary performed any tasks and needs to be paid. You can adjust the payment and close the order, cancel the order if the notary does not need to be paid, or put the order on hold if payment is pending.
- If you need to pay the notary a print/travel fee, adjust the notary fees to reflect what the notary is owed and then close the order. If you are on VendorPay, Snapdocs will not charge for orders that didn't sign (meaning the signing status is marked as Did not sign). If you are not on VendorPay, you will still be charged the Snapdocs fee for orders marked as Did not sign.
- If the notary is not due payment, cancel the order. Snapdocs does not charge for canceled orders, whether you are on VendorPay or not.
- If you are still figuring out whether the notary is due payment, put the order on hold so that it does not get billed. The order will not be billed until it has a signing status added and the order is closed, for both VendorPay and non-VendorPay orders.