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Configuring Snapdocs




Configuring Company Settings

  • Auto Sending Client Confirmation Emails
  • Switch 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
See all 17 articles

Configuring Snapdocs Closing

  • Settlement Email Communications

Configuring Notaries

  • What is Snapdocs Verified?
  • Client User Preferred Notaries
  • How to check a notary's credentials
  • Snapdocs Verified Notary Preferences
  • Adding Notaries to Snapdocs
  • Manage your client company preferred notaries
See all 15 articles

Configuring Clients

  • Client User Deactivated Notaries
  • Client Level Invoices
  • Does Snapdocs have an introductory email we can send to our clients?
  • Sharing Notary Contact Information With Clients
  • Using Snapdocs as a Client User
  • The Client User Experience
See all 11 articles
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