Information we need from you to configure this feature
- Resware URL
- Resware Username & Password
- Notary Confirmation Document Type ID
Step 1: To set this feature up, choose a document type ID. We can default to using the “ID: 1” which will appear as “other” in Resware.
Step 2: After a signing has been sent to Snapdocs from Resware, the schedulers can begin to contact notaries.
Step 3: When a notary has been found, they are added to the order.
Step 4: This will generate an update to your XML tab that looks like this:
Step 5: Select Documents in Resware.
Step 6: When you double-select the respective filename, a PDF will appear with order and notary information.
