Snapdocs Scheduling - Task-based Dashboard Filters
Task-based dashboard filters organize orders in Snapdocs Scheduling by pending task – before and after signing. For example, if an order has yet to have a notary assigned, you can find it under the “Needs notary” filter.
Task-based dashboard filters are a better, more efficient way to organize our customers’ orders. They can more easily track key tasks across all orders – rather than sifting through individual orders to identify what’s needed on a per order basis.
How does it work?
Under the “All upcoming” section, there are five new task-based filters:
Need notary – Display only orders that have no notary assigned to
Needs appointment confirmation - Display only orders that need the signer’s confirmation on the appointment date and time
Need documents – Display only orders that need documents (or need document status)
Needs documents downloaded - Display only orders in which the assigned notaries have not downloaded the documents
Need reschedule - Display only orders in which the notary has not confirmed the new appointment time set by the scheduler
The “All upcoming” section can be switched to show only orders for Today or Tomorrow:
The “Did not sign” section contains only orders with this status.
The “On hold” section contains only orders with this status.
The “Needs signing status” section contains only orders in the past with no signing status.
Under the “Signing complete” section, there are three new task-based filters:
Needs scanbacks – Display only orders that need scanbacks uploaded as required
Post-closing QC – Display only orders in which the documents can be “approved” or “rejected” and tracked for errors
Not yet shipped – Display only orders in which no shipping info is present or there’s a status of “Docs not dropped off to FedEx” (for orders with auto-generated labels) and more than five hours have passed since the appointment start time
The “Closed” section contains only orders with this status.
Please reach out to your Snapdocs Customer Success Manager for more information about task-based dashboard filters for Snapdocs Scheduling.