Snapdocs has provided Client Users the ability to favorite their own notaries. Client User Preferred Notaries will be prioritized first in the Automator when searching for a signing agent. The automator will order notaries by this rank:(If applicable)
- Client user preferred notary
- Client preferred notary
- Signing company favorite notary
- Remaining notaries
How Client Users favorite notaries:
- Click on 'Notaries' in the right corner of the Navigation bar.
- This is your Notaries page. You can view preferred and deactivated notaries. Click on '+Add Preferred Notary' to add a new notary.
- Notaries can be searched by Name and Email address. Click on the Notaries name in the dropdown, the select 'Add.' (The name or email address must be exact or the notary will not populate.)
- A green banner will populate saying 'Notary Added.' You will also see the notary was added below. You will now be able to see the notary id, Name, Feedback percentage, Order count, City/state, and phone number. To remove the notary, click on the 'x' button at the end of the row.