Consumer confirmation updates

Sonia Marton -

With this feature, notaries will be able to keep you updated on their communication with the signer directly.  Instead of using comments to update you on their communication, this tool increases transparency on your orders by giving notaries the ability to automatically provide updates on their coordination efforts with the consumer.

 

With this feature, the notary is prompted to let you know whether they have confirmed the appointment with the consumer or not through the click of a button:

Screen_Shot_2017-11-20_at_2.09.28_PM.png

 

If they were not able to reach the consumer, they can select from a number of reasons why:


Screen_Shot_2017-11-20_at_2.10.50_PM.png

 

In the activity feed of the order, you will be able to see when the notary has indicated that they attempted to reach the consumer and their method of contact:

Screen_Shot_2017-11-20_at_2.11.56_PM.png

 

You will also be able to see on the order page that the singer is unreachable:

Screen_Shot_2017-11-20_at_2.14.10_PM.png

 


And you will receive an email with this information when the notary attempts to contact the consumer!

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This tool also alerts client users to the notary's efforts to contact the consumer on their order page:

Screen_Shot_2017-11-20_at_3.30.41_PM.png

 

 

If the notary is able to successfully confirm the appointment with the consumer, you will be notified in a number of ways as well.

At the top of the order page:

Screen_Shot_2018-03-20_at_10.43.49_PM.png

In a comment on the order:

Screen_Shot_2018-03-20_at_10.45.31_PM.png

In an email:

Screen_Shot_2018-03-20_at_10.46.27_PM.png

 

As will the client user:

Screen_Shot_2018-03-20_at_10.47.05_PM.png

 

 

And lastly, you can confirm the appointment yourself, too.  

If you hover over the "Unconfirmed" button, you'll see this:

 

 

If you click the "Unconfirmed" button, this pop up will appear:

 

If you click the green "Confirm" button, the appointment status will change to "Confirmed":

 

Related articles:

Consumer access to Snapdocs order

Consumer scheduling

What happens if there is a "change requested" by the notary or consumer?

 

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