How do I add non-Snapdocs orders to my Dashboard?

Tristin Himes -

Adding orders that you do not receive through Snapdocs is a great way to keep track of all your orders in one place. 

Manually added orders are signings that you can add to your account. They are not orders that have been created by a company that uses Snapdocs.

Please also note that manually added orders are completely private to you. Companies on Snapdocs cannot see the information within your private orders. Also, other notaries cannot see these orders or the details of any orders you complete on Snapdocs at all.

 

To add an order you received off of Snapdocs to your dashboard, just follow the instructions below:


1. Sign into your account at app.snapdocs.com and you will land on your dashboard. Click on the "Add a signing" button on the left side of the screen.



2. Fill in the details of the signing. The only information we require for manually added orders is the last name of the borrower, so feel free to add in as much or as little information as you'd like. Once you're done, click the "Save signing" button.

 

 

3. After clicking the "Save signing" button, you should be brought back to the individual order page with all the details of the order filled in and saved.



4. From here you'll be able to add a signing status for the order, track expenses incurred, send an invoice to your client if you'd like, and keep your client in the loop through email notifications of any comments you leave on the order.

 

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