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Sharing Notary Contact Information With Clients

You can determine how much notary contact information your client users have access to on Snapdocs.

This information is determined on a product level and can be managed from your Dashboard. To edit the notary contact information you’d like to share with clients:

Step 1: Click Admin, and then select Clients.

Admin > Clients

Step 2: Either Select the existing client you want to make adjustments to or add a new client by selecting +Add Client.

Sharing Notary Contact Information With Clients 2

Step 3: Select the pencil icon next to each product.

Sharing Notary Contact Information With Clients 3

If the product does not exist yet, select Add a Product. 

Sharing Notary Contact Information With Clients 4

Step 5: Select Show advanced settings. In the Shared Notary Info section, select the contact information you want to share with the client.

Sharing Notary Contact Information With Clients 5

Step 6: Select Create Product.