Classifying eSigned documents before returning them to Encompass
Snapdocs now offers the ability to classify and index eSigned documents automatically in Encompass, regardless of whether they have barcodes.
Using this feature will save closers and funders time by allowing them to have documents pre-sorted before arriving into Encompass and decreasing reliance on the auto-assign feature.
To learn more about this feature, please reach out to your Snapdocs Customer Success Manager.
Differentiating the signed documents' component in Lender's view and Settlement's view
We are updating the label of the signed documents' components to reflect the different usage of each role:
Lender user: access signed documents or upload signed documents if necessary.
Settlement Agent: upload signed documents and send them to the Lender.
|Lender’s view||Settlement’s view|
Including file number in the “eSigning complete” email
If a Hybrid/Full eClosing has a file number, the file number will be included in the email’s subject.
Consolidating all triggers related to Appointment details into one email setting
The new email setting -- Appointment details are changed -- will trigger the email notification when the date, time, or signing location changes.
Switching from @snapdocs.com to @mail.snapdocs.com domain
Snapdocs is planning to implement a security change to protect our customer's data. This change will impact all emails from the Snapdocs platform, in which the FROM email header will display "email@example.com." You may need to whitelist the @mail.snapdocs.com domain.
Your Snapdocs Customer Success Manager will be reaching out to let you know the exact date Snapdocs will be enabling the change. We recommend you to contact your IT Department to whitelist the @mail.snapdocs.com domain by June 7.
Note: This change only applies to emails. It does not affect your company's Snapdocs URL.
We fixed the following bugs:
- “Other Lender users” were still receiving emails even when the Lender Admin had unchecked that option in email settings. We have now fixed this and emails to “Other Lender users” will appropriately reflect email settings.
The affected email settings are below:
Document are available to eSign
Document are available to preview
- Rush documents are added
The system incorrectly triggered the “Closing type changed” emails, and the emails included incorrect verbiage.