Specify scanbacks preferences
Scheduler admins will be able to specify to notaries how and when to return scanbacks. To do so, navigate to Products > Add a Product:
Preferred Scanback Return method:
Use this field to instruct notaries how scanbacks should be returned including uploading to Snapdocs, email, fax, or other.
Scanback Return Deadline:
Use this field to indicate how urgent stakeholders need these signed documents.
Schedulers and client users have the ability to manually override the default scanback settings on an order by order basis by editing the order directly.
The requirements selected in each scanbacks field will populate onto the notary invite text/email, as well as in the confirmation emails and order detail page.
Schedulers will see these instructions in the search agents (Automator) message, the in-app notifications, and in the order detail page.
When the scheduler updates the signing product for an existing order, the system will update the scanbacks preferences accordingly.