Enhancements

Enabling special instructions feature for NotaryLoop integration

Client companies who are using the Snapdocs - NotaryLoop integration can now add special instructions to the orders. The Notary will strictly follow these instructions when conducting the signing. 

Using this feature will significantly increase the signing quality and reduce errors in signed documents.

Minor UI tweaks

We are making some minor UI tweaks in the Order info section, as described in the following:

• Remove the "|" divider (used to separate the email address and phone number) when there is no phone number present.

• When editing/adding the user instructions, the text input field will display a border around it.

• If the instructions are more than 10 lines, the UI will display a vertical scroll bar, allowing you to scroll to view all of the content.
  

Displaying the same filter preference from the Scheduler’s last active session

The system will remember which filters the Scheduler used in the last active session and display the same filter preference when the Scheduler logs in to Snapdocs Scheduling the next time.

This improvement provides a seamless working experience for the Schedulers, allowing them to pick up where they have left off quickly.

Adding Forwarded markers to notifications in the Notification tab

When the Schedulers forward a message while viewing the notification, the system will add a Forwarded marker to help indicate to whom the message has been forwarded:

Improving the content of the “Consumer has finished eSigning” email

In Hybrid and full eClosing, if a Notary is assigned to the closing, the system will inform them as soon as the Consumer completes eSigning the documents, as well as what documents need to download for the wet signing.

We are updating the email content to provide more clarity to the Notary: