Configuring Snapdocs
Configuring Company Settings
- How to consolidate team members with multiple Snapdocs accounts
- 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
Configuring Snapdocs Closing
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
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