Adding and Editing Signing Products

There are two options for configuring your signing products on Snapdocs: client-specific signing products and generic signing products.

Client-Specific Signing Products

If you choose this option, you will be able to add specific signing products on a per client basis. This means that for every client, you can add signing products to their client profile. 

To add products:

Step 1: Select Admin in the navigation bar.

Step 2: From the drop down menu, select Clients.

Step 3: Select the client profile you would like to make changes to.

Step 4: In the Signing Products section, select Add a Product.

Step 5: A window will open where you can add the details of the new signing product. 

 

 

Step 6: When finished, select Create Product.

Step 7: After adding signing products to all of your clients you will see this information on the Order Create page, as will your client.

Step 8: To edit a client specific product, select into the client and then on the pencil icon next to the product. To delete the product, select x.

 

 

Adding and Editing Signing Products With a Generic Signing Products Configuration

If you choose to use generic signing products, all of your signing products will be available for all of your clients. 

If you have generic signing products, you will have a separate Products section in the Admin drop down menu. 

Step 1: Select Admin, and then select Products.

Step 2: Select Add a Product.

Step 3: On the window that opens, add all the signing product information. Remember that these will be the same for all of your clients, and any instructions you add here will pre-populate on all orders with this product.

Step 4: When finished, select Create Product.

Step 5: When you create an order, all of the products will be available to select from across all of your clients.

Step 6: To edit a generic product, select into the Products tab and click on the name of the product. To delete a product, select on x next to the product.

 

Adding special instructions

Special instructions can be added for scanbacks or any additional information for a product. You can add these on a per product basis with both generic or client specific products.

To add scanback instructions:

Step 1: Add additional instructions by clicking into the product, and then select on Show advanced settings.

Step 2: Next to Additional Instructions select the toggle so it shows Yes.

Step 3: Select Save Product.

Sharing Notary Contact Information

Notary contact information is shared with the client on a per product basis with both generic or client specific products. 

To choose how much information to share:

Step 1: Select a product, and then select Show advanced settings.

Step 2: Select the information that you would like to share with the client.