You can also view the video tutorial on How to Download Your Documents here.
When you receive a closing in Snapdocs, the closing documents will be available for download under the "closing package" section. Regardless of the closing type, you are expected to download any package that has a blue download button.
All documents that require download will be listed as "new". After downloading, the package will be listed as "pending" which will help your team keep track of downloaded packages.
Please keep track of the eSign status to determine if you need to change the closing type and download additional documents. If the borrower has not eSigned, please refer to the best practices outlined here.
You can refer to all documents in the closing package by clicking on "reference documents." In a hybrid closing, you will not have download access to the eSignable documents. In this panel, you can access and review non-downloadable documents.