Softpro/Notary Loop Integration - No longer notify notaries about documents before they are fully attached
When a client creates a SoftPro order without documents attached, the system will not show an activity stream message that indicates "Finished adding Docs. Docs transferred" to the notary. The system will also not send an email to the notary indicating that "Documents are ready for download."
Display a warning when notaries upload files that are larger than 20MB
If a notary tries to upload a file that is larger than 20MB, the system will display the following error:
Improved the “Pre-arrange Notary” UI for client users
We added a green star (⭐️ ) to all client-company preferred notaries, so that when a client user searches for them from the “Pre-arrange Notary” field, they can quickly identify the notary they would like to work with on this order.
No longer redirect client users to the branch-specific subdomain upon login
Client users from Snapdocs branch title companies have several URLs that they log into to access different views of the orders they manage. For this reason, they will not be redirected to a different URL, but allow them to log into any URLs they desire.
Updated the verbiage for column sorting on the order dashboard
|Sort A to Z||Sort low to high||Sort soonest to latest|
|Sort Z to A||Sort high to low||Sort latest to soonest|
|Cancel sorting||Cancel sorting||Cancel sorting|
Resware Integration - Display error in Resware when order is submitted without a mapping ID
When a user submits an order request in Resware for a product type that does not have a mapping ID, Resware will display the following error message: “This product is not available in Snapdocs. Select a different product or contact Snapdocs support for help with mapping products.”