Signing Services & Title Companies
Product Updates
About Snapdocs
- I already use another system for managing my closings, why should I use Snapdocs?
- How will Snapdocs help me find the best notaries?
- What is loan closing automation?
- Who in the mortgage and real estate industries uses Snapdocs?
- Security & Compliance
- Customer service is important to us, how will Snapdocs help us ensure the best signing experience for our customers?
Getting Started
- Welcome to Snapdocs! What’s next?
- Placing Your First Order on Snapdocs!
- Creating accounts for your team
- Adding Client Companies and Client Users
- Adding a client user to multiple client offices
- How to add and edit products
Company Settings
- Auto Send Client Confirmation Emails
- Switching between roles: Admin, Signing Agent, Client and Participant
- Your Snapdocs URL
- Adding Company Branding, Logo and Company Bio
- Enhanced Automation Suite Settings
- Locally Adjusted Pricing
Client Management
- Client User Deactivated Notaries
- Client Level Invoices
- Does Snapdocs have an introductory email we can send to our clients?
- Will my client be able to see a notary's personal information?
- Snapdocs for Client Users
- What is the client user's experience?
Notary Management
- What is Snapdocs Verified?
- Client User Preferred Notaries
- How to check a notary's credentials
- Snapdocs Verified Notary Preferences
- Adding Notaries to Snapdocs
- Client Preferred Notaries
Automator - Finding a Notary
- Remote Online Notary (RON): How to indicate a RON is needed & searching for a RON using the automator
- How to Search for a Notary within the Automator
- Using the Proximity Search
- How do I expand the mile radius in a notary search?
- Why is the distance of a notary from a signing off in the notary search automator?
- How long does it typically take to find a notary on Snapdocs?
Managing Your Orders
- Scanback method and deadline settings
- Task-based Navigation
- Automatic FedEx Labels and Tracking
- Pinning an Order
- Navigating the Dashboard
- Ways to Filter Your Dashboard
Communication and Notifications
- In-app Notifications
- The Activity Feed
- Forwarding Comments
- Don't forget to send confirmations!
- What emails do participants receive?
- Not receiving emails?
VendorPay for Companies
- What is Snapdocs VendorPay?
- Guide: Snapdocs VendorPay
- VendorPay Bill Cycle
- VendorPay Important Tips
- VendorPay Common Questions
- How to get the most use out of VendorPay
Integrations
- How to place an order through SoftPro
- How to Integrate with SoftPro
- General Information: Snapdocs SoftPro Integration
- Push scanbacks to multiple type ID in Resware
- How to configure sending the Notary confirmation PDF to Resware
- Sending Action events to Resware