Managing Your Orders
- Navigating the Dashboard
- Ways to Filter Your Dashboard
- Order Settings
- Automator Message
- Archived orders
- Document release settings
- Estimated Page Count on Documents
- External Documents
- What is an "Order Owner"?
- How to duplicate an order
- How to put an order on hold
- Language and Scanback Requirement Pre-acceptance
- How to note that scanbacks are required
- What happens if there is a "change requested" by the notary or consumer?
- Reschedule Button
- Who is a participant on an order and what access do they have?
- Consumer access to Snapdocs order
- Consumer confirmation updates
- Consumer Scheduling
- Consumer document previews
- Improving Notary Response Rates
- Remove a notary from your order
- Adjusting Client Fees
- Adjusting Notary Fees on an Order
- Post-Closing Tools on Snapdocs
- How can I see a client or notary invoice?
- How to remove a signing status
- How to Cancel an Order
- On Hold vs. Canceled Orders
- Status Box