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Snapdocs Notary Connect

Snapdocs Notary Connect

Improved comment visibility via email

Require notaries to complete document checklist

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

Finding a RON/IPEN Notary

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

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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

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Integrations

SoftPro Integration

Snapdocs SoftPro Integration

Snapdocs Scheduling Open API

RamQuest Integration

Quickbooks Online Integration

Quickbooks and VendorPay

Common Quickbooks Online Sync Errors

Quickbooks Tips and Tricks

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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

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Notary Search

Smart Radius

Attorney Signings

Account

Notary Connect: How to Login with a Shared Email Address via MFA

Notary Connect: How to Set Up Multi-Factor Authentication