To enable the new filters, please reach out to your Snapdocs Customer Success Manager.
New sorting methods for the Notification page
We’re adding the following sorting methods to the Notification page:
- Message received (newest)
- Message received (oldest)
- Appointment time
The system will also archive notifications that are 14 days old.
May 19, 2021 Product Updates
New Feature
Supporting co-borrowers in NotaryLoop integration
Snapdocs integration with NotaryLoop can now handle orders that have co-borrowers. To learn more about this feature, please reach out to your Snapdocs Customer Success Manager.
Enhancements
Notification triggers
We are expanding the list of events that will trigger a message in the Notification tab, as detailed in the following:
When Client sends an order with pre-assigned Notary:
To set up this functionality, turn on the “Client Assignment” for that Client:
When the Notary marks the signing status as “Did not sign”:
When the Consumer has not yet eSigned 3 hours prior to the appointment:
When the Lender/Settlement Agent cancels the Notary request for a closing:
Notification interactions
Schedulers can quickly forward a message while viewing the notification:
Switching from @snapdocs.com to @mail.snapdocs.com domain
Snapdocs is planning to implement a security change to protect our customer's data. This change will impact all emails from the Snapdocs platform, in which the FROM email header will display "no-reply@mail.snapdocs.com." You may need to whitelist the @mail.snapdocs.com domain.
Your Snapdocs Customer Success Manager will be reaching out to let you know the exact date Snapdocs will be enabling the change. We recommend you to contact your IT Department to whitelist the @mail.snapdocs.com domain by June 7.
Note: This change only applies to emails. It does not affect your company's Snapdocs URL.
June 08, 2021 Product Updates
Enabling special instructions feature for NotaryLoop integration
Client companies who are using the Snapdocs - NotaryLoop integration can now add special instructions to the orders. The Notary will strictly follow these instructions when conducting the signing.
Using this feature will significantly increase the signing quality and reduce errors in signed documents.
Minor UI tweaks
We are making some minor UI tweaks in the Order info section, as described in the following:
- Remove the "|" divider (used to separate the email address and phone number) when there is no phone number present.
- When editing/adding the user instructions, the text input field will display a border around it.
- If the instructions are more than 10 lines, the UI will display a vertical scroll bar, allowing you to scroll to view all of the content.
Displaying the same filter preference from the Scheduler’s last active session
The system will remember which filters the Scheduler used in the last active session and display the same filter preference when the Scheduler logs in to Snapdocs Scheduling the next time.
This improvement provides a seamless working experience for the Schedulers, allowing them to pick up where they have left off quickly.
Adding Forwarded markers to notifications in the Notification tab
When the Schedulers forward a message while viewing the notification, the system will add a Forwarded marker to help indicate to whom the message has been forwarded:
Improving the content of the “Consumer has finished eSigning” email
In Hybrid and full eClosing, if a Notary is assigned to the closing, the system will inform them as soon as the Consumer completes eSigning the documents, as well as what documents need to download for the wet signing.We are updating the email content to provide more clarity to the Notary:
July 01, 2021 Product Updates
New “Email & notifications” settings page
With the launch of the Notification feature, we have re-designed and renamed the Email settings page to be Email & notifications.
When making changes in the Email routing page or Notification settings page, if the system detects there are unsaved changes, it will prompt the Scheduler admin to save the changes when they attempt to leave or reload the page:
Please reach out to your Snapdocs Customer Success Manager for more information about the Notification feature.
Enhancements
Send signing status details to Resware
Snapdocs will now send signing status details to Resware. This enhancement will allow the Settlement Agents to know if the Notary has completed the signing and important notes from the Notary/Scheduler.
Below is an example of the signing status sent to Resware:
Notifications for all message types
There are multiple ways the users can choose to respond to a message in a signing order (e.g., add the message to the order page, reply to the email generated by the message, etc.) When a user responds to a message using any of those methods, the system will display a new notification in the Notification tab.
Automatic removal of notifications
The system will remove the associated notification after the commenter has removed a message.
Please reach out to your Snapdocs Customer Success Manager for more information about the Notification feature.
Updated the “Participant” tooltip
We updated the tooltip to be “What is a client or participant?” and added more informative content regarding which roles are Client and which roles are Participant.
Added option to turn off the Scheduled Document Release
Schedulers can now have the option to cancel the Scheduled Document Release for a particular order. To do so, click on Cancel Release. The system will immediately release the documents to the Notary.
Display the order in the “Need docs downloaded” until the Notary downloads all documents
When the Lender/Settlement Agent/Scheduler uploads more documents to an order, the system will display the order in the “Need docs downloaded” dashboard for each new document, until the Notary has downloaded all the documents.
Will not allow Lenders/Settlements to cancel “Did not sign” orders
We will not allow the Lenders or Settlements to cancel the orders with the “Did not sign” status. This change will enable the Notary to collect their travel or print fee due to the order canceling through no fault of their own.
Added ellipses when displaying long client names or long client user names
If the client name or client name exceeds one line of text, the system will truncate the name to a single line and add ellipses at the end of the line, as shown in the following screenshot:
Added validation to the CC To: field in Client confirmation email
The system will display an error if the inputs to the Cc field is not a valid email address, as shown in the following screenshot:
To add multiple email addresses, add a comma between each address, as shown here:
Added validation to the Email field of the private order’s invoice
The system will display an error if the inputs to the Email field is not a valid email address, as shown in the following screenshot:
To add multiple email addresses, add a comma between each address.
Bug Fixes
We fixed the following issues:
- When the file name of the client order invoice is too long, it caused an error in the client’s system.
The fix truncates the file name after 40 characters. - Schedulers saw orders that were not theirs when filtering the orders as "Mine."
The fix ensures the "Mine" tab displays only orders assigned to that Scheduler. - Title companies were not able to send Consumer confirmation emails.
The fix ensures the confirmation email can be either auto-send, manually sent, or canceled by the Scheduler:
July 14, 2021 Product Updates
New: Introduce QR Code Wet Sign Cover Page
We are piloting a new feature that automatically adds a cover page with a QR code to the wet sign package. When scanning this QR Code, the signing agent (Notary or SA) will be able to verify if the Consumer has eSigned the documents. If not, the Consumer can simply scan the QR Code and complete eSigning prior to wet signing the remaining documents.
Feature benefits:
- Ensure Consumers will always complete eSigning.
- Eliminate technical issues when Consumers eSign on their own, prior to the appointment.
- Eliminate the complications of converting the Closing to Wet at the signing table.
- Support Hybrid Closings with multiple Consumers.
The following is the cover page with the QR Code included:
When scanning this QR Code, the signing agent (Notary or SA) will be able to verify if the Consumer has eSigned the documents:
To eSign, the Consumer will scan the QR code, then click eSign to start the process. The link is valid for 14 days from the date of wet sign package generation.
Enhancements
Added a Deactivation tab
Scheduler admins can now see which notaries have been deactivated for a given client by clicking on the Deactivation tab:
Added a hierarchy for displaying Notaries by the Automator
The Automator will use the following hierarchy when displaying the notaries:
-
Client user preferred notary
-
Client preferred notary
-
Signing company favorite notary
-
Remaining notaries
Bug Fix
We fixed the following issue:
The Notary did not receive the unsigned documents from an order for a Closing.
The fix ensures the system will release the documents accordingly with the Document Release Settings:
August 04, 2021 Product Updates
New: Send auto-reminder to Client users to upload documents
We are launching an auto-reminder feature to help Client users upload documents on time for the signing.
The system will send an auto-reminder to the Client user when:
- The signing is happening in less than two hours, but the system detects no documents or the document status has not been set; OR
- The signing is happening in the morning of the following day, but the system detects no documents or the document status has not been set; the system will send the auto-reminder to the Client user at 4 pm today.
The system will post the reminder in the order’s Activity log if the Scheduler created the order. The Client user who requested the order will receive an email notification, as shown in the following screenshots:
The Order’s Activity log:
The email to the Client user:
The system will post the reminder in the order’s Message section if the Client user created the order, as shown in the following screenshots:
Note:
If a Client user is not added to the order, the system will not send out the auto-reminder.
On the order dashboard, the Schedulers can see the sent reminder's timestamp:
Please reach out to your Snapdocs Customer Success Manager for more information about this feature.
New: Send auto-reminder to the Notary to upload scanbacks
If the signing order requires scanbacks and the system detects no scanbacks uploaded after two hours, then it will automatically send a reminder message to the Notary to upload signed documents in the order.
Note:
On the order dashboard, the Schedulers can see the sent reminder's timestamp:
Please reach out to your Snapdocs Customer Success Manager for more information about this feature.
Enhancements
Made the QR Code accessible once generated
If the Consumer cannot eSign at the moment due to an eSign constraint when scanning the QR code, the signing agent (Notary or SA) will see the following information:
Create an in-app notification when the Notary responds to a comment email
When a Notary responds to a comment email, the system will create an in-app notification with the Notary’s comment in the Scheduler’s view, as shown in the following screenshot:
Added confirmation modals to “Preferred Notary Removal” and “Deactivated Notary Activation” actions
To the Scheduler admin:
When a Scheduler admin removes a preferred Notary from the list for a given client, the system will display the following modal:
When a Scheduler admin activates a deactivated Notary from the list for a given client, the system will display the following modal:
To the Client user:
- When a Client user removes a preferred Notary from the list, the system will display the following modal:
- When a Client user activates a deactivated Notary from the list, the system will display the following modal:
Added validation to the Phone field in the Client creation form
The validation ensures that the input phone number has only ten digits:
Added validation to the Cc field in Notary confirmation email
The system will display an error if the inputs to the Cc field is not a valid email address, as shown in the following screenshot:
Added validation to the Cc field in Closing order email
The system will display an error if the inputs to the Cc field is not a valid email address, as shown in the following screenshot:
Allow Scheduler admins to select/deselect all products for a given Client
Scheduler admins can select/deselect all products for a given Client using the “Select all products” checkbox:
Display the Notary’s response regarding their availability in the Notification
The Schedulers will be able to know if the Notary is available/unavailable for a signing when viewing the notification:
Allow Client users to add a Notary to the preferred list or deactivate them during feedback providing
Suppose the Client user comments that the Notary has provided excellent signing service. In that case, the system will display the “Add notary to preferred list” checkbox, allowing the Client user to add that Notary to their preferred list:
Suppose the Client user comments that the Notary has provided a poor signing service. In that case, the system will display the “Add notary to deactivated list” checkbox, allowing the Client user to deactivate this Notary:
Bug Fixes
We fixed the following issues:
- The system displayed incorrect payment status on the Notary’s order page after Snapdocs had reversed the payment.
The fix ensures the payment status displayed on the order page will be “Payment reversed.”
- Client users were not able to deactivate a Notary without marking them as a favorite Notary to the company first. This logic is troublesome since most Notaries that are being deactivated are not favorites.
The fix ensures client users can deactivate any Notary at any time. - The system shared the Consumer Preview package to the assigned Notary.
The fix ensures the system shares the wet sign package and rush documents only to the assigned Notary. - The generated FedEx labels displayed the Signing Service company name instead of the Client company name.
The fix ensures the labels display the Client company name and address. - When the Notary added a Signing status to a canceled order, it overrode the Canceled status.
The fix ensures the canceled order remains as canceled regardless what status the Notary assigns it. - When the Notary updated their address, the system did not update the address in the Scheduler’s view.
The fix ensures the Notary address gets updated in the Scheduler’s view. - The “Currently viewing” feature did not work correctly for orders requested for a Snapdocs Closing.
The fix ensures the feature works for all orders, showing the users who is also viewing the order, as shown in the following screenshot:
August 18, 2021 Product Updates
Attention: Remove the "Team of Notaries" feature from the UI for those who haven’t already enabled it
We are in the process of deprecating the “Team of Notaries” feature, and have removed this feature from the UI for those Notaries who haven’t already enabled it.
The UI will still be visible for users who have had the feature enabled; but once they disable it, the system will permanently remove it from the UI.
Enhancements
Unchecking the “Send confirmation to Consumer” box will no longer send a confirmation email during the order creation.
If the Scheduler unchecks the “Send a confirmation, give access to basic info and, if enabled, preview order docs” box when creating the order, the system will not display the “Send consumer confirmation” in the order page.
Allow Schedulers to duplicate an order requested for a Snapdocs Closing
Schedulers can now duplicate the order requested for a Snapdocs Closing. When doing so, the system will display the following confirmation:
When Schedulers confirm Yes, duplicate and unlink order, the system will take them to the Duplicate page, where they can select which information to copy over from the old order:
Added “Mark all as read” button to the Notification tab
Schedulers can choose to mark all the unread notifications as read by clicking on Mark all as read:
The system will then display the following confirmation:
To confirm the action, the Scheduler will click Mark all as read again. The system will automatically refresh the Notification tab and show no unread notifications:
Reassign non-open orders to other Schedulers via the On-call feature
The system will automatically reassign the orders whose current status is either “Did not sign,” “Canceled,” “On hold,” or “Closed,” or orders that have comments added in the past two weeks to the on-call Schedulers.
This enhancement will ensure all issues from orders will be addressed in a timely manner.
Bug Fixes
We fixed the following issues:
- The system did not display the message on the Alert banner correctly. The message was cut off partially.
The fix ensures the banner always displays the entire message. - The system was slow to display all the recorded events in the Audit trail.
The fix ensures the system does not display any events until it has loaded all recorded events. - The system did not automatically refresh the Notification tab when a new notification was created.
The fix ensures the system automatically refreshes the Notification tab to display the latest notifications.
September 01, 2021 Product Updates
Enhancements
Improved the responsiveness when viewing orders on a mobile device
With the responsiveness improvements, Schedulers and Notaries can finish their tasks without any difficulties using a mobile device.
The search function
The dropdown menu
The results displayed when searching for a specific signer
Bug Fixes
We fixed the following issues:
- When an order was assigned to an owner, the Audit Trail did not display the owner’s email address.
The fix ensures the system displays the name and email address of the order’s owner, as shown in the following screenshot:
- When the Scheduler clicked on the "Track Package" button on the order page, the system took them to a FedEx website that showed the message: "System Currently Unavailable."
The fix ensures the system displays the correct FedEx tracking page to the Scheduler:
September 15, 2021 Product Updates
Enhancements
Removed the “Auto-close the order when the signed documents are delivered by FedEx” feature
The system will no longer trigger an auto-close when FedEx delivers the signed documents for an order.
The auto-close feature will only follow the company’s settings:
Only Scheduler admins can access the Accounting Tools
Non-admin Schedulers will not see this option in their drop-down menu.
Bug Fixes
We fixed the following issues:
The system sent the “Upload documents” email reminder to team members for a duplicated order that already had documents attached.
The fix ensures the system looks for documents’ existence to decide if a reminder is needed or not.
- The system sent the “Upload scanbacks” email reminder to the Notary for orders that had either “Did not sign” or “On hold” status.
The fix ensures the system does not trigger this reminder if the order’s status is either “Did not sign,” “On hold,” “Cancel,” or the order no longer requires scanbacks. - When the rate changed in the middle of the month, the system incorrectly charged the company using the new rate for orders created before this change.
The fix ensures when a rate is changed in the middle of the month, all orders created before this change remain using the old rate. - The system sent out three 2FA codes to a client’s member any time they logged into Snapdocs.
The fix ensures the system only sends one 2FA code.
October 19, 2021 Product Updates
Enhancements
Push invoice to the order in ResWare
When an invoice for an order is generated, Snapdocs will automatically upload it to the appropriate corresponding order in ResWare.
Improved the system’s response message when adding/removing a preferred Notary, or deactivate/activate a Notary
| Trigger | System’s response message |
| Add a Notary to the preferred list |
<Notary> added to your list of preferred notaries.
|
| Remove a Notary from the preferred list |
<Notary> removed from your list of preferred notaries.
|
| Deactivate a Notary |
<Notary> deactivated and will no longer be contacted for signings.
|
| Activate a Notary |
<Notary> reactivated and may be contacted for future signings.
|
Improved the “Invite companies” message
| Before | After |
|
|
Bug Fix
We fixed the bug that prevented Notaries from accessing their credential page. The fix ensures active Notaries will have access to all pages that are within their permission.
November 02, 2021 Product Updates
Enhancement
Updated the “Fix” phrasing of the Notary ranking
The new phrasing is “Learn more” so that it is more descriptive.
November 29, 2021 Product Updates
Specify scanbacks preferences
Scheduler admins will be able to specify to notaries how and when to return scanbacks. To do so, navigate to Products > Add a Product:
Preferred Scanback Return method:
Use this field to instruct notaries how scanbacks should be returned including uploading to Snapdocs, email, fax, or other.
Scanback Return Deadline:
Use this field to indicate how urgent stakeholders need these signed documents.
Schedulers and client users have the ability to manually override the default scanback settings on an order by order basis by editing the order directly.
The requirements selected in each scanbacks field will populate onto the notary invite text/email, as well as in the confirmation emails and order detail page.
Schedulers will see these instructions in the search agents (Automator) message, the in-app notifications, and in the order detail page.
When the scheduler updates the signing product for an existing order, the system will update the scanbacks preferences accordingly.
December 01, 2021 Product Updates
Enhancement
Allow notaries to receive messages from an order as text messages
If a notary has the setting turned on and would like to receive all comments left on an order via text message, they should be receiving all comments.
Bug Fixes
We fixed the following issues:
The notary saw an incorrect error message when their SSN is incorrect:
The fix ensures the notary will see the following message:
The “Signing confirmation” email that sent to the notary contained incorrect info.
We have fixed the email copy to be the following:
The escrow officers saw incorrect notary’s credential status, in which “fully verified” was shown as “partially verified.”
The fix ensures the system displays the correct notary’s credential status at all times.
The notary did not see the wet package on the order page after the consumer had opted out of eSigning.
The fix ensures the notary will have access to the package.
The company logo was missing in all scheduling emails.
We fixed this issue to ensure the system will load the company logo in the emails.
Client users who have the “augmented client experience” feature enabled could not edit the consumer’s info on their orders.
We fixed this issue.
December 14, 2021 Product Updates
Enhancement
Notaries download compressed scan backs
Notaries can now download the compressed scanbacks by clicking on the file or clicking on the arrow icon to check for the quality of the compressed file.
Bug Fix
We fixed the issue with the confirmation email was not auto-sent to the consumer and participant if the order did not have a client user.
The fix ensures all consumers and participants will receive the confirmation email when the scheduler has assigned a notary to the order.