Will my client be able to see a notary's personal information?

Natalie Wallace -

It's up to you to decide how much of a notary's information your client can access. To adjust these settings, follow the below steps.

1. Click into you Admin tab and select "Clients" from the dropdown menu.

 

 

2.  Either click into the existing client you want to make adjustments for or add a new client by clicking "Add Client."

 

 

 

3. To make edits to the existing signing product, click into the pencil icon.  To set up a new product, click "Add a Product."

 

 

4. Here you can click to include a notary's phone number, email, and address.  Be sure to save your changes!

 

 

 

Related Articles:

Add Special Instructions on a Per Product Basis

Adding Notaries to Snapdocs

How to 'Favorite' Notaries

 

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