Enable Post Closing Tools
To enable/disable for all clients globally as an admin, navigate to company settings and locate post closing tools within the client settings section.
To enable/disable for an individual client.
Step 1: Navigate to the Clients tab on your dashboard.
Step 2: Locate the client account you wish to update, then choose the edit option for that account. There will be a setting to turn on post closing tools for this specific client. Flip this to on or off as needed.
Quality Control Email Routing & Notifications
Step 1: If you would like specific emails to receive quality control notifications, go to your company settings, select Email routing, and fill in the quality control email address spaces. You can add more than one email to both QC email address 1 and QC email address 2.
Step 2: Go to the notification settings and scroll down to the Quality control section. Here, you can decide who will receive a passed email and who will receive an error(s) found email.
Post-Closing Tool on the Dashboard
Step 1: While viewing your orders dashboard, select the Post-closing QC filter in the Signing complete tab to view a list of all orders with a signing status that have not yet been closed and invoiced.
Step 2: Select Report error or Approve directly from the dashboard.
Tip: You can select the Review [#] doc link in the Scanbacks column to open the document review window.
Step 3: To complete your review, select Pass QC to approve the documents or select Report error to identify and report any issues.
Step 4: If you approve the documents, a message saying “QC passed” appears on the dashboard on the order info
If you report an error, select the reason(s) why the documents are being rejected and enter additional details as necessary. Snapdocs notifies the notary about the errors unless you clear the box next to “Notify notary” before saving the post-closing status.
Step 5: The notary will receive an email informing them that there was an error with the signing.
The message “Post-closing: rejected” also appears on the dashboard with the reasons for the error.
Step 6: When the notary has fixed the errors and uploads the corrections, the status will update to “Needs QC review" to indicate that a second check is required.
Post-Closing Tool on the Order Page
After a signing status has been entered, the post-closing review options appear in the Documents section of the order.
Step 1: You can select Report error or Approve from this section or you can select the file you want to review.
Step 2: Select a file to review. To complete your review, select Pass QC to approve the documents or select Report error to identify and report any issues.
Step 3: If you approve the documents, the message “QC Passed” appears in the Documents section of the order.
If you report an error, select the reason(s) why the documents are being rejected and enter additional details as necessary. Snapdocs notifies the notary about the errors unless you clear the box next to Notify notary before saving the post-closing status.
Select Save.
The message “Errors detected” appears in the Documents section with the reasons for the error and any additional details entered.
Step 5: After you review an order, you'll be able to see its post-closing status on the dashboard. Orders that have a post-closing review will be marked as either “QC passed” or ““Errors detected.”
Step 7: After document errors have been corrected, select the Approve button in the Documents section on the order to remove the “Errors detected” status from the order and the dashboard.
