Participants can access their own dedicated dashboard on Snapdocs, allowing them to stay informed and engaged through email communications as needed.
Participants have their own dashboard on Snapdocs and can be looped into email communication, depending on your email settings. Participants can be anyone additional you wish to add to the order to receive communication and updates that is not the borrower(s) (e.g., loan officer, escrow assistant, realtor, etc.) Participants are added to a Snapdocs order within Resware. Learn more about Participants here.
The way this setting works is it takes any email addresses added to the special instructions in Resware and adds them as participants to the order in Snapdocs.
Follow these steps to add a Participant user(s) to your orders from within Resware:
Step 1: In Snapdocs, go into your General Company Settings (Admin > Company Settings > General Company Settings) and select the box next to Resware: convert special instructions emails to participants.
Step 2: In Resware, select the order in the Signings tab. Add any email addresses belonging to participants in the Special Instructions section.
Step 3: Select the XML tab in Resware and then choose the ResWare: Send Order option from the list in the XML Message and select the Send button. After the order is sent, select the ResWare: Send Signing option from the same list and select the Send button. When both the order and signing have been sent, this will be indicated in the list of comments.
Step 4: Log in to your Snapdocs account and find the order that you sent from Resware. You’ll see the email addresses added in the Special Instructions section on Resware were transformed into Participants on the order in Snapdocs.
