Enhancements

Improved the “Update W9” workflow for notaries

When a notary attempts to access an order and hasn't agreed to Customer Terms and Conditions

• Display Customer Terms & Conditions modal.

• The notary must click "Accept & Continue" before accessing the order.

After the notary accepts Terms & Conditions:

• If the notary does not have a valid W-9 form, display the W-9 upload modal

  • The notary must upload a valid W-9 form before accessing the order.

• If the notary has provided a valid W-9 form, no W-9 upload modal is displayed, and the notary can access the order.

Updated the “Order Confirmation” email to better highlight special instructions

We’ve updated the email content to highlight special instructions on orders better. Below is the updated email:

Branch schedulers will stop resending the special instructions as a comment.

Notify the notary when scanbacks are no longer required for the order

Snapdocs will notify the notary via emails, as shown in the following.

Update the activity log when scanback requirements have changed

When scanback requirements change, the activity log will record the event: “Scanback requirements have been updated.”

This update will appear in the activity log of the notary, the scheduler, and the client user.

Bug Fixes

We fixed the following issues:

• The Charge Client field appeared in the Add Product form when a customer is set up as a “title company” in Snapdocs Scheduling.
  The fix ensures this field will not show up in the form for title companies.
  
  

• Schedulers lost visibility to rush documents after a consumer opted out of eSigning.
  The fix ensures the schedulers have visibility to all wet sign documents, including rush documents.