Leave the automator running. Save yourself a ton of time.

Natalie Wallace -

Do you have multiple orders to get started on, a slew emails to check, other work to do?  Snapdocs makes it easy to start a notary search on an order via the automator and move onto other work while we find available, quality notaries for you.

Let's start by putting in your an order.  On your Dashboard, click "Add New Order."

 

 

 

Next, fill out your order and hit "Create Order."

 

 

 

Click "Search Agents."

 

 

 

A list of notaries will appear.  If you'd like to make adjustments to your notary search filters, do so now.  Click "Automate Search."

 

 

A pop up will appear, showing you the email that you're about to send out to notaries.  You have the option to add a custom message, if necessary.  Once ready, hit "Start Automator" to send.

 

 

You'll know the automator is running because of a couple things.  One indicator is the "Pause" button and another is, after a few seconds, the column on the far right will start changing  from "Call Only, Email, Text" to "Sent."  

 

Here is the part where adding more orders comes into play, ready?   You won't even have to open a second tab!  As soon as you've clicked the "Start Automator" button, you can simply click "Dashboard" to start another order.  The automator will keep running on the first order!  Thus, allowing you to move on with the rest of your work as we continue your search!

  

 

 

On the dashboard, you'll see the status of your recently created order as "Automating."  This assures you the automator is still going!  Now you can click "Add New Order" to start another!

 

 

Regardless of if you are starting a second order, checking in on an existing one, or doing work outside of Snapdocs, you'll always be able to click off an order while we continue to reach out to your notaries for you!

 

When you check back on your order, you'll have an up-to-date list of available notaries!

 

 

 

 

Take your pick!

*Hint: We recommend assigning a notary within 30 minutes of them replying "Available" - the sooner the better.

 

 For more tips, search for key words in our Help Center or reach out to us directly at support@snapdocs.com  

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