How to ‘Favorite’ Notaries

Tristin Himes -

On Snapdocs, we give you the ability to "Favorite" notaries who you prefer to work with. Favorite notaries will always appear higher in the automated search than notaries who you have not favorited. This means they will receive signing notifications first and are more likely to get assigned to an order.  Favorited notaries are marked with a heart icon.

To favorite a notary, you have a couple options. You can either favorite a notary from your order page or from your 'Notaries' page. See below to see what works better for you.

 

Favorite a Notary from Your Order

1. Look to the 'Notary' box:

test_-_1-1-_look_for_notary_box.png

 

2. You'll click the heart icon:

1-2__click_the_star_icon.png

 

3. You'll now see the heart is yellow. You're done! Congrats!

1-3__star_is_yellow_-_congrats_.png

 

Favorite a Notary from Your 'Notaries' Page 

1. Click 'Admin' --> 'Notaries':

 

2. Search for a notary by name, email, etc:

2-2__search_for_notary.png

 

3. When you find the notary, click into their notary profile and click the 'Favorite' button in top right:

2-3-_click_favorite.png

 

4. You'll now see the white 'Favorite' button turn to a yellow 'Favorited' button:

2-4-_favorite_button_is_yellow_-_congrats_.png

 

Related articles:

Adding notaries to Snapdocs

What is a Team Notary? 

How to deactivate a notary

How to reactivate a notary

 

 

 

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