This article explains how to set up the integration with Resware on Snapdocs if you are a signing service or if you are a title company using Resware in-house.
Resware is a title production software that Snapdocs integrates with to help title companies and signing services manage their closings in a more streamlined fashion.
By setting up a Resware integration, Resware users can avoid manually reentering orders in Snapdocs and enjoy hassle-free document transfer.
What does the Snapdocs Resware integration do?
The Snapdocs/Resware integration allows companies to directly send orders, signings, documents, and notes directly into Snapdocs via XML. By setting up a Resware integration, Resware users avoid manually reentering orders in Snapdocs and enjoy hassle-free document transfer.
There are three different versions of this integration that we support, depending on a number of different factors.
1. Microsoft Outlook and Resware
If you use Microsoft Outlook as your email provider, Resware automatically adds a note to the order in Resware when you receive an email containing the file number in the subject line. With Snapdocs, every email you receive about an order contains the file number and therefore all emails from Snapdocs are added as notes on the file in Resware. There is no setup necessary if you use Outlook with Resware, it automatically happens once the integration is completed.
2. Signing services with clients using Resware
If you are a signing service and your clients use Resware follow these steps:
Step 1: Log in to Snapdocs and go to your Clients page (Admin > Clients)
Step 2: Select the client user’s profile who wishes to integrate with Resware.
Step 3: Make sure all of the necessary client users and signing products are entered in Snapdocs. The name of the product must be less than 30 characters including spaces.
Note: If you add client users or signing products after the Resware integration is completed, you need to contact support@snapdocs.com to add the new users and products to the Resware mapping.
Step 4: After the client account is fully set up, email support@snapdocs.com to finish setting up the integration.
3. Title Companies Using Resware In-House
The integration for title companies requires a couple more steps. Because the integration is set up for the client to send orders through, not the admin, you must first set up your Resware team as a client in Snapdocs.
Step 1: Log in to your Snapdocs dashboard and select Admin in the upper right corner and then Clients from the list.
Step 2: Select + Add Client
Step 3: Fill out the client page with information that reflects an internal Resware team, then select Create new client.
Step 4: Make sure you add all the signing products (Admin > Products) and all of your company team members (Admin > Company Settings > Team). The integration will map the Resware user to the company team member when the orders are sent through.
Step 5: When all the signing products and company team members are added, email support@snapdocs.com to complete the integration.