A secondary login code is required for all client users who login to Snapdocs from an unrecognized device. We have added this layer of security to ensure that your order information is kept safe.
Locating the Code
The secondary login code will be delivered via text message or phone call only, and can not be delivered via email. As a result, we will be requiring that a valid mobile phone number is added to every client user account.
Clients can easily update their accounts or this can be done by a scheduler. For clients, just click on your name in the upper right corner and then select My Account in the drop down menu. In the Information section of your account, click Change. Where it prompts, enter your mobile phone number and click Save. Or, follow this link to be taken to the page directly: https://app.snapdocs.com/profile/edit
Or, follow this link to be taken to the page directly: https://app.snapdocs.com/profile/edit
Schedulers can also update this information for clients. Just click into the client users profile (Admin → Clients → Search for user) and in the Information section click Change. There will be a section for the mobile phone number. Add the correct number and click Save.
Note: the mobile phone number will only be used for 2 factor authentication (secondary login code) and will not be visible to notaries.
When Will Clients Receive a Code?
When clients login to their accounts from unrecognized devices, or the location they are logging in from is over 50 miles from the last location they logged in from, they will be texted a unique code and asked to enter it on the login page. This should happen automatically and be delivered within a few minutes. To access their account, they need to enter the code and click Sign in.
To ensure that our system continues to recognize their devices, we recommend checking Remember this device.
If they do not receive a code after a couple of minutes, they can click Re-send code and another one will be sent. If a code is sent multiple times, please make sure the most recently sent code is being used, as the old codes will not work.
What if Clients Can’t Receive Text Messages?
If you can’t receive text messages, there is a link on the secondary login code screen where you can ask for a phone call. Select Receive voice call to receive a phone call to the number on file.
What if multiple people use one account?
We strongly recommend that every user have their own account for security reasons. If multiple people use one login, the code will only be delivered to one number.