September 16, 2024 Product Updates

NOTARY CONNECT 

Manage auto-start toggle in product settings

If the auto-start setting is on, admins will now see the option to turn off auto-start for specific products in advanced product settings. 

NOTARY CONNECT

Auto-start search after removing notary

The auto-start feature has been updated! Schedulers now have the option to remove the notary and automatically start the search or simply remove the notary. 

See this article for more information: Enhanced Automation Suite Settings 

NOTARY CONNECT

Notary self-removal setting

Notaries can now remove themselves from a signing directly. This setting saves time, reduces unnecessary communication, and eliminates the need for schedulers to manually remove notaries.  

• If the notary removes themself from a signing, they must indicate the reason for the removal. Snapdocs will notify the scheduler and client (notification options can be adjusted in your notifications settings).
• Notaries are not able to remove themselves from a signing if it’s scheduled to start within 2 hours. In those instances, they need to contact the scheduler. This cutoff window cannot be adjusted.
• The notary order removal option is only available if the auto-start option is enabled.
• Schedulers and the client will be notified when the notary removes themselves from the order. The notification options can be adjusted in company settings.
  
  
  
  
  • Please note: When a notary removes themselves, Snapdocs will not auto-start the automator if either of the following settings are turned on:
    

NOTARY CONNECT

Enhanced address matching for Connected Closings users
For customers using the Connected Closings feature, Snapdocs now matches addresses to improve auto-linking rates between signing orders and their corresponding closings. For example, if an abbreviated address is used in one field and not in another (e.g. Street versus St.).