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
- Locally Adjusted Pricing
- Teams
- Deactivating Team Members
- Customizing Email Templates
- Updating Company Email Settings
- Updating Company Information
- Updating Account Information
- Automatically Prompt Notaries to Confirm Signing Appointments
- Document Checklist
- Notary Search Preferences
- Notary Feedback
- Auto Closing Completed Orders