Improved the “Pre-arrange Notary” UI for client users

We added a green star (⭐️) to all client-company preferred notaries, so that when a client user searches for them from the “Pre-arrange Notary” field, they can quickly identify the notary they would like to work with on this order.

No longer redirect client users to the branch-specific subdomain upon login

Client users from Snapdocs branch title companies have several URLs that they log into to access different views of the orders they manage. For this reason, they will not be redirected to a different URL, but allow them to log into any URLs they desire.

Updated the verbiage for column sorting on the order dashboard

Resware Integration - Display error in Resware when order is submitted without a mapping ID

When a user submits an order request in Resware for a product type that does not have a mapping ID, Resware will display the following error message: “This product is not available in Snapdocs. Select a different product or contact Snapdocs support for help with mapping products.”

March 2022, Product Launch

Snapdocs Scheduling - Task-based Dashboard Filters

Task-based dashboard filters organize orders in Snapdocs Scheduling by pending task – before and after signing. For example, if an order has yet to have a notary assigned, you can find it under the “Needs notary” filter.

Task-based dashboard filters are a better, more efficient way to organize our customers’ orders. They can more easily track key tasks across all orders – rather than sifting through individual orders to identify what’s needed on a per order basis

Before	After

How does it work?

Under the “All upcoming” section, there are five new task-based filters:

• Need notary – Display only orders that have no notary assigned to
• Needs appointment confirmation - Display only orders that need the signer’s confirmation on the appointment date and time
• Need documents – Display only orders that need documents (or need document status)
• Needs documents downloaded - Display only orders in which the assigned notaries have not downloaded the documents
• Need reschedule - Display only orders in which the notary has not confirmed the new appointment time set by the scheduler

The “All upcoming” section can be switched to show only orders for Today or Tomorrow:

The “Did not sign” section contains only orders with this status.

The “On hold” section contains only orders with this status.

The “Needs signing status” section contains only orders in the past with no signing status.

Under the “Signing complete” section, there are three new task-based filters:

• Needs scanbacks – Display only orders that need scanbacks uploaded as required
• Post-closing QC – Display only orders in which the documents can be “approved” or “rejected” and tracked for errors
• Not yet shipped – Display only orders in which no shipping info is present or there’s a status of “Docs not dropped off to FedEx” (for orders with auto-generated labels) and more than five hours have passed since the appointment start time

The “Closed” section contains only orders with this status.

Please reach out to your Snapdocs Customer Success Manager for more information about task-based dashboard filters for Snapdocs Scheduling.

March 01, 2022 Product Updates

Enhancements

Updated the logic of the “On-call shuffling” feature

We've updated the logic to shuffle and distribute all non-closed orders to the on-call schedulers.

Updated email verbiage for requesting missing credentials

We’ve updated the email verbiage to strongly emphasize what benefits the notary is missing out on by not having these credentials. 

Below is the sample email:

Display a warning when notaries upload unsupported file types

Below is a sample warning:

Updated the automated reminder email & activity stream message

We’ve updated the reminder email and activity stream as described below:

• Updated the activity stream reminder for notaries to upload scanbacks to show the actual due time:

• Updated the email reminder for uploading scanbacks to show the actual due time:

• Scanbacks that are to be returned within two hours will receive a reminder email one hour after closing instead of two hours.

March 15, 2022 Product Updates

Enhancements

Updated the UI for Client’s view

Event	User Interface
After a scanback is ready for review (web browser version)
After a scanback is ready for review (mobile version)
Client user edits the file name

Updated the UI for Scheduler’s view

Event	User Interface
After a scanback is uploaded (web browser version)
After a scanback is uploaded (mobile version)

Updated the UI for Notary’s view

Event	User Interface
After a scanback is uploaded (web browser version)
After a scanback is uploaded (mobile version)
Notary edits file name

Updated the confirmations sent to the Notary and Client Users

Confirmation	Detailed copy
“Notary confirmation” modal
“Client confirmation” modal
Notary confirmation
Client confirmation

Updated the order detail page to show scanback deadline

Order detail page	User Interface
From a Scheduler’s view
From a Client User’s view
From a Notary’s view

Bug Fixes

We fixed the following issues:

• The notary’s language-speaking information was not saved correctly in their profile when specified during account creation.
  We fixed this issue.
• The admin’s order page did not have proper wrap-text behavior.
  We fixed the issue by changing the scrolling behavior to enable the proper text wrapping.
• The recent enhancement to add email addresses to the audit trail increased the overall width, resulting in lots of horizontal scrolls when reviewing the data.
  We fixed the issue by widening the audit trail window.

April 05, 2022 Product Updates

Bug Fixes

We fixed the following issues:

• Client users were removed from assigned teams after editing their profiles.
• The Automator did not filter the notaries accordingly when a language requirement was present.
  We fixed this issue to ensure if a language requirement is present, the Automator only searches notaries who speak the language mentioned in the order.
• Participants did not receive the “notary assigned” confirmation when the order had a prearranged notary.

April 19, 2022 Product Updates

Enhancement

Added a setting to disable the auto-start feature for all orders with specific instructions

When enabled, the system will not automatically start the Automator for orders that have special instructions.

Bug Fix

We fix the following issue:

• The system could not merge duplicate notary profiles when either profile did not have a profile picture.

May 03, 2022 Product Updates

New

Replaced Zendesk widget with Ada chatbot

Snapdocs is rolling out an upgraded AI-Assisted Chatbot, Ada, which serves as a ticket-generating tool when the bot can’t assist the customer. Ada will help enabling our interaction with Snapdocs' users to be continuously available, completely consistent, and always helpful.

 

 

Enhancements

Improved the “Update W9” workflow for notaries

When a notary attempts to access an order and hasn't agreed to Customer Terms and Conditions

• Display Customer Terms & Conditions modal.
• The notary must click "Accept & Continue" before accessing the order.

After the notary accepts Terms & Conditions:

• If the notary does not have a valid W-9 form, display the W-9 upload modal
  • The notary must upload a valid W-9 form before accessing the order.
• If the notary has provided a valid W-9 form, no W-9 upload modal is displayed, and the notary can access the order.
  
  

Updated the “Order Confirmation” email to better highlight special instructions

We’ve updated the email content to highlight special instructions on orders better. Below is the updated email:

Branch schedulers will stop resending the special instructions as a comment.

 

Notify the notary when scanbacks are no longer required for the order

Snapdocs will notify the notary via emails, as shown in the following.

 

Update the activity log when scanback requirements have changed

When scanback requirements change, the activity log will record the event: “Scanback requirements have been updated.”

This update will appear in the activity log of the notary, the scheduler, and the client user.

 

Bug Fixes

We fixed the following issues:

• The Charge Client field appeared in the Add Product form when a customer is set up as a “title company” in Snapdocs Scheduling.
  The fix ensures this field will not show up in the form for title companies.
• Schedulers lost visibility to rush documents after a consumer opted out of eSigning.
  The fix ensures the schedulers have visibility to all wet sign documents, including rush documents.

May 17, 2022 Product Updates

Enhancements

Updated micro deposits limit logic

We will disable the micro deposit limit for notaries with at least one Vendor Pay set up.

Added “Invoicing options” setting to client profile settings

The new setting provides the following options:

• Client invoice (recommended)
• Notary invoice

When clients select either option, the system will automatically send the selected invoice to the email address listed when the invoice is generated.

When clients select both options, the system will attach both invoices to a single email and automatically send them to the email address listed when the invoices are generated.

Below is the “Invoicing options” setting:

Client users can download the selected invoice from the order page:

Bug Fixes

We fixed the following issues:

• The “The Signing was canceled by Title or Lender” notification did not work as expected.
  The fix ensures ensure that the “The Signing was canceled by Title or Lender” notification setting appears on the notification settings page for companies that have the notary connect feature policy turned on.
• A notary had a series of payments automatically canceled by Stripe because one of their payments failed with a wrong bank account error. The issue was due to Stripe canceling payouts due to a bad bank account.
• Scanback return requirements were not included in the “I’m interested” user flow; thus, notaries did not have the information about the requirements when confirming that they were interested.
  The fix ensures the notaries will see scanbacks requirements when confirming the order:

May 31, 2022 Product Updates

Enhancements

Add participants from Softpro via NotaryLoop

Schedulers using Softpro can now add participants to an order using the Additional Email Addresses for Signing Services Notifications field.

Once added to an order, participants will be notified as the order progresses.

Updated the notary view when a partial document redraw occurs

When a partial document redraw occurs, the system will replace the old documents with the new ones regardless of the document download status.

If the notary has already downloaded the original wet sign package, notify them of updated documents to download.

Notaries, Schedulers, and Client Users will no longer see the package_redraw_wet_sign package from their UI.

The download status of the redrawn documents will be visible and accurate at all times. 

Updated the “Did Not Sign” dialog and the associated activity log

We updated the “Did Not Sign” dialog to help the notary give more details about the incident. The updated dialog provides the following selections:

• I printed for this signing
• I traveled for this signing

We also updated the associated activity log to include the details provided by the notary. See below for examples:

Bug Fixes

We fixed the following issues:

• The Automator was triggered on past orders.
• Invoice numbers were missing in the file or filename. The fix ensures all CVS and PDF files will include the invoice numbers.

June 14, 2022 Product Updates

Enhancements

Always display Daylight Saving Time or Standard Time on the order’s detail page

When Daylight Saving Time begins, the correct time zone abbreviations will be:

• EDT (Eastern Daylight Time)
• CDT (Central Daylight Time)
• MDT (Mountain Daylight Time)
• PDT (Pacific Daylight Time)

The S changes to D to indicate the change from Standard Time to Daylight Saving Time.

Allow multiple email addresses to be added to the “Post-closing email address” field

Company admins can provide multiple email addresses that will receive post-closing emails. To do so, navigate to Admin > Company Settings > Email Routing > Post Closing Email Address.

Bug Fixes

We fixed the following issues:

• In orders with assigned notaries, when duplicating the order and checking the “Include documents” checkbox, documents were not transferred to the duplicate order as expected.
• When an order was rescheduled, the scanbacks deadline was not updated accordingly.

July 05, 2022 Product Updates

Enhancements

Updated the “Did Not Sign” in-app notification

When a notary marks an order as “Did Not Sign” and they did not print documents or travel to the signing, the system will trigger an in-app notification with the following verbiage: Notary did not print or travel.

When a notary marks an order as “Did Not Sign” and they printed documents, the system will trigger an in-app notification with the following verbiage: Notary Actions: printed documents.

When a notary marks an order as “Did Not Sign” and they traveled to the signing, the system will trigger an in-app notification with the following verbiage: Notary Actions: traveled to the signing.

Improved the “Respond to Automator Outreach Message” user flow

When a notary receives the Automator outreach message regarding a new signing order, if the notary responds as “I’m interested”, they will then see all the order’s requirements, as shown in the following sample:

The notary must click I understand on each requirement card, then click Mark myself as available to confirm their availability for the order.

July 19, 2022 Product Updates

Enhancements

Improved the "rush documents added" email

Suppose the notary order has an associated closing, when rush documents are added to the closing, the assigned notary will receive the “rush documents added” email.

Below is the improved email example:

Improved the “documents added to the order” email

Suppose the notary order has an associated closing, when documents are added to the closing, the assigned notary will receive the “documents added to the order” email.

Below is the improved email example:

Added the ability to remove a notary from an order after they downloaded the documents

Regardless of whether the original notary downloaded the documents, schedulers can remove the current notary and reassign a new one.

Increased the Automator default search radius to 25 miles

We increased the default search radius from 10 miles to 25 miles to ensure the system can reach the qualified notaries.

Added the unread notification count to Snapdocs favicon

August 02, 2022 Product Updates

Enhancements

Notifications Update Dynamically

Schedulers will no longer need to manually refresh the web browser to see the updated notifications. 

The system will dynamically update the Notifications page when the following actions occur: 

• Schedulers switch between the All and Mine tab.
• Schedulers switch between viewing orders from all clients.
  
  

Updated the Resware to Snapdocs Integration Instructions

We updated the instructions by:

• Changing the email from support@adeptivesw.com to support@resware.qualia.com
• Adding a note to step 9.

New In-App Notifications

We added the following notifications:

Schedulers Can Shuffle Orders For All Clients At Once

Schedulers can shuffle orders to all clients by clicking Shuffle orders. The system will then distribute orders to all schedulers on-call for all clients.

Schedulers Can Sign In To The On-call Function For All Clients At Once

When being on-call for multiple clients, schedulers will no longer need to sign into the function for each client. Instead, they are automatically signed in to the function for all other clients.

Show Notifications From All Branch Companies

On the Notifications page, schedulers can see the notifications for all clients, and can sort the notifications using the following filters:

• Oldest
• Newest
• Upcoming Appointment Time
  
  

Allow Schedulers To Mark Notifications of All Clients As Read

Schedulers can mark all notifications of all clients as Read by clicking Mark all as read. 

Bug Fix

We fixed the issue where documents uploaded from Resware & Ramquest via the API were missing metadata.

September 13, 2022 Product Updates

Enhancements

Update outstanding table sort direction on Notary Profile Accounting page

In the “Accounting” section on the notary platform, we have changed the default sorting of the outstanding payments table, so that notaries will see the outstanding payments for their most recent appointments at the top of the first page.

Adding IPEN/RON certifications as language options

The following certifications have been added as “languages.” Notaries can add these to their profiles to indicate that they have the appropriate certification, and schedulers now search for qualified notaries who have these certifications: IPEN - Nexsys, IPEN - DocVerify, IPEN - Pavaso, RON - Staavy

Resware lender mapping updates

Fixed an issue that wasn't allowing data (order notes, documents, etc.) to flow back to clients in Resware who had been set up in Snapdocs using Lender-Mapping.

Bug Fixes

• When the “Notifications” page is open as a browser tab, Schedulers will now see the count of unread notifications in the browser tab. If a scheduler has the “Mine” filter selected, the count will reflect the number of unread notifications for orders where they are the owner. If a scheduler has the “All” filter selected, the count will reflect the number of unread notifications for all orders across the company.
• Fixed a bug that was preventing the “Create Order & Start Search” and “Only Create Order” buttons from working as intended on some duplicated orders.

October 4, 2022 Product Updates

Enhancements

Email configuration updates

In a previous release, the following new in-app notifications were added: 1. “Lender or Title has changed the closing method to [hybrid/wet]” 2. “Documents were updated or redrawn by the Lender” 3. “Appointment details updated via Resware. Action may be required.” This update gives schedulers the ability to turn off the emails associated with those events, so that they can solely rely on the in-app notification if they prefer.

Notary Connect improvement

On Snapdocs Scheduling when there’s a corresponding Closing linked to an Order (via a Closing feature called Notary Connect), we’ve made it easier to jump between the Order and the Closing.

Bug Fixes

• Issue resolved with notaries being unable to submit their quiz or see results.

October 18, 2022 Product Updates

Enhancements

Shipping options enhancements

Lenders can now choose new shipping methods of "FedEx 2Day" or "Fedex - Standard Overnight." Selecting one of these will autogenerate a label.

Bug Fixes

• Issue resolved where our IRS mileage rate has been out of date since January 1, 2022. We’ve updated all driving expense estimates since that date to reflect the accurate rate.

November 1, 2022 Product Updates

Enhancements

Closing Activity Log Messages

Users in Snapdocs Closings will now see a message in the closing activity log indicating when a closing has been linked to a Snapdocs notary order (via a feature called Notary Connect).

Automator Mileage Default Search Radius

Customers now have the ability to customize the default radius used for notary searches. Find this setting in Admin > Company settings > Settings in the “Search Preferences” section.

File Size Limit Error Message

We’ve added a file size limit of 100MB for any file uploaded by a notary.