Placing Your First Order on Snapdocs!

Tristin Himes -

1. Login to your Snapdocs Account

The first page you will see when you log into Snapdocs is the dashboard. Here you will see a list of all your orders, filtered by owner, date and status. You can learn more about how to filter your dashboard here

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2. Add a New Order

To Add a New Order, click the blue + Create Order button on the right of your screen:

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3. Add Important Information to Your Order

When you are done filling out the required fields, click the green Create Order button at the bottom of your screen. Once you click that button, you're ready to find a notary!

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*Please note: If you have Enhanced Automation turned on for your company, you will be able to start the Automator right from the Order Create page.

4. Find a Notary

Click the blue Search Agents button in the top left of your screen:

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From there you will see a list of nearby notaries. You can filter the notaries that appear here based on criteria you set on this page, or in your Search Preferences.  Then, when you’re ready, click the blue Automate Search button at the top right of your screen.

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You can edit the automated template or send as it is. Click the blue Start Automator button to automatically text and email available notaries.

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Texts and emails are sent every 15 seconds. You can edit the time between messages in your Search Preferences. When the message has been sent, you will see the notary contact highlighted in blue and the status changed to Sent.

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As notaries respond, you'll be able to see who is Available and who has Declined the signing: 

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After reviewing the notaries who have responded as available, Assign the notary you'd like to work with.  We recommend choosing notaries who have a high score and are Snapdocs Verified.

 

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You will then see Notary Assigned in green on your checklist and the notary's information on the right side of your screen:

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*Please note: If you have Enhanced Automation turned on for your company, you can choose to have notaries who meet your company's standards automatically be assigned to an order as soon as they accept the signing. 

 

5. Send Client Confirmation

Click the blue Send Client Confirmation in your checklist if you included someone at the client company who needs to stay in the loop about the signing.

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You can edit the automated template here or in your Email Templates, or send as is.  When a Participant is included on the order, they will get a confirmation along with the Client when you send this message.


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*Please note: If you have Enhanced Automation turned on for your company, you can choose to have these confirmations go out automatically as soon as a notary is assigned.  

 

5. Send Notary Confirmation

Click the blue Send Notary Confirmation button in your checklist to confirm the appointment with the notary.

 


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You can edit the automated template here or in your Email Templates, or send as is.  When an email address for the Consumer is included on the order, they will get a confirmation along with the Notary when you send this message.  Any special instructions (per client, product and/or for scanbacks) will be included on this email to the Notary.

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*Please note: If you have Enhanced Automation turned on for your company, you can choose to have these confirmations go out automatically as soon as a notary is assigned.  

 

6. Send Docs to Notary

In order to send docs to the notary, the docs must be uploaded to your order.  You have a number of options for how to upload docs, including dragging and dropping or pushing them over through an integration with your preferred title production software.  You can learn more about all the different ways to upload and send docs here.  


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Once docs have been uploaded, there are a number of different ways to have them sent to the Notary.  You can choose for them to be sent automatically, or you can choose an option in the dropdown next to Send Docs to Notary to select how documents should be sent to the notary.

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7. Enter another order!

Now that you've done all you need to do for this order, you can wait for the signing to take place, for the notary to add a signing status, and for the order to automatically close

 

Related articles:

Ways to Filter Your Dashboard

Notary Search Preferences

Notary Scores

What is Snapdocs Verified?

Sending docs through Snapdocs

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