Snapdocs Notary Connect
Scheduling Company
- Scheduling Dashboards - In-App Notifications
- Customizing Email Templates
- Client User Preferred Notaries
- How to check a notary's credentials
- Consolidating Team Members with Multiple Accounts
- Auto Sending Client Confirmation Emails
- Switch between roles: Admin, Signing Agent, Client and Participant
- Your Snapdocs URL
- Adding Company Branding, Logo and Company Bio
- Enhanced Automation Suite Settings
- Using the Teams Feature
- How to Deactivate Team Members
- Locally Adjusted Pricing
- How to Update Company Information
- Updating Account Information
- Updating Company Email Settings
- Automatically Prompt Notaries to Confirm Signing Appointments
- Document Checklist
- Notary Search Preferences
- Auto Closing Completed Orders
- What is Snapdocs Verified?
- Snapdocs Verified Notary Preferences
- How to Invite Notaries to Snapdocs
- Manage your client company preferred notaries
- Favoriting Notaries
- Deactivating a Notary
- Notary Feedback
- Locating Notary Accounts
- Notary W-9 Forms
- Issuing 1099s and Locating TIN's
- Notary Payment Tab
- Client Level Invoices
- Does Snapdocs have an introductory email we can send to our clients?
- Sharing Notary Contact Information With Clients
- Client User Settings and Experience
- Adding Client-Specific Special Instructions on Orders
- Deactivating Clients and Client Users
- Guide: Snapdocs VendorPay
- Addressing Errors When Editing a Current Client User's Email Address
- Getting Familiar With Your Snapdocs Account
- How to Place Your First Order on Snapdocs
- Notary Credential Process & Company Setting Options
- Task-based Dashboard Filters
- Scanback Method and Deadline Settings
- Notary Scores
- Reactivating a Notary
- Autogenerate FedEx Labels and Tracking
- Pinning an Order
- Navigating the Dashboard
- The Activity Section
- Searching For a Notary Using the Automator
- Proximity Search
- Forwarding Comments
- Analytics Page
- Using Snapdocs to Find the Best Notaries
- VendorPay Bill Cycles
- Creating and Deactivating Accounts
- Active Sessions
- Sending Order Confirmations
- Order Settings
- Add Client Companies and Client Users
- Setting the Mile Radius For an Order
- What is loan closing automation?
- Automator Message
- Participant Emails
- Notary Distance From the Signing Location in the Automator
- How to Export Data from Snapdocs
- Adding a Client User to Multiple Client Offices
- Archived orders
- Why am I not receiving emails?
- VendorPay Common Questions
- How long does it typically take to find a notary on Snapdocs?
- Viewing Your Emails Report
- Document Release Settings
- Adding and Editing Signing Products
- Estimated Page Count
- Payment Method Options and Setup
- Assigning a Specific Notary to an Order
- White Labeling
- Creating an order with Enhanced Automation
- Find a notary that speaks a certain language
- Order Level Invoices
- External Documents
- Order Owners
- Sending Documents Through Snapdocs
- Automator Statuses
- Duplicating an Order
- Admin vs. Scheduler Access
- How Do Notaries Know if my Company is Using VendorPay?
- Finding Notaries Outside the 50 States
- Removing a Notary From a VendorPay Order
- Placing an Order on Hold
- Security and Two Factor Authentication
- Requesting Scanbacks on an Order
- Login Issues
- What to do When your Account is Locked
- Tracking Payments
- Consumer and Notary Initiated Order Changes
- Rescheduling a Signing Appointment
- Consumer Access to Signing Order
- Appointment Confirmation Status Updates
- Consumer Scheduling
- Consumer Document Preview
- Increasing Notary Response Rates
- How to Remove a Notary From Your Order
- Adjusting Client Fees
- Post-Closing Tools on Snapdocs
- Adjusting Notary Fees on an Order
- Removing a Signing Status
- Viewing Client and Notary Invoices
- Status Box
- How to Cancel an Order
- Available Signing Outreach and Order Confirmation
- Preview Multiple Documents on a Scheduling Order
- Witness Requirement
- Client <> Notary Messaging
- Client Order Updates
- Pro Feature: Automated Sweeping
- Pro Feature: Shipping Label Automation
Scheduling Client
- Language and Scanback Requirements
- Who is a Participant on an Order and What Access do They Have?
- How a Client User Can Deactivate and Reactivate Notaries
- Using Snapdocs as a Client User
- Client User Login
- Secondary Login Codes
- Do you Have a Mobile App?
- Updating the Email Address On Your Snapdocs Account
- Client Contact Sharing
- Replying To Order Notifications Via Email
- Preliminary Invoices
Account
Order Creation and Management
Integrations
ResWare Integration
- How to Integrate with Resware
- Sending Signing Specific Notes and Documents in Resware
- Sending Signing Statuses From Snapdocs to Resware
- Send orders from Resware
- Sending Action Events to Resware
- Submitting Orders Via ResWare Demo
- Sending the Notary Confirmation PDF to Resware
- Lender mapping Resware integration for title companies
- Adding Participants to an Order in Resware
- Pushing Scanbacks to Multiple Type ID in Resware