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Frequently Asked Questions About Notary Connect Starter

What is the onboarding process for Notary Connect STARTER?

After you sign up, an Implementation Manager will set up your Snapdocs Notary Connect account. Within 72 hours, you’ll receive an email containing access to your account, onboarding instructions, a helpful resource center, and a link to schedule a 1-hour virtual training session.

This training session should be attended by all administrators and platform users, and includes the following:

• How to set up company details, add team members, manage products, clients, branding, and notifications.
• How to create, manage, and review orders.

If you need help after 15 days, our support team is here to assist.

How are notaries vetted?

Snapdocs notaries become "Snapdocs Verified" by submitting key credentials—such as their notary commission, background check, E&O insurance, and government-issued ID. This data is then reviewed and validated for authenticity and accuracy. You can also customize credential requirements to meet your risk or compliance needs. Here is a great article you can read to learn more.

Can I limit assignments to notaries with specific ratings or experience levels?

Yes, you have full flexibility to assign a notary based on rating, credentialing, state specific requirements, language, and location.

With Starter, what parts of the experience can be white-labeled under my brand (emails, notifications, portal)?

You can modify the portal with your brand logo and colors. If you would like to white-label your emails you do need to be on a FLEX or PRO package and there are additional fees involved.

Is the client/escrow officer sign-up process fast and simple, or does it require training/onboarding?

Getting started is fast and simple. We provide the necessary training materials to support you and your client’s onboarding process.

Can clients upload and manage orders independently, without needing to call or text me? 

Client users can be granted login access to submit orders directly. Orders can be completed with minimal or no involvement from a scheduler.

What reporting and insights are available in Starter?

With Snapdocs, you have access to self-service analytics that provide insights into signing success rates, average fill time for notary assignment, and monthly revenue. The Analytics page displays completed signings, miles traveled, and allows CSV exports for deeper performance analysis.

Can I export signing data for use with QuickBooks or other accounting apps? If so, which platforms are compatible?

Yes, QuickBooks is compatible.

Are there any term commitments, penalties, or restrictions on scaling up or down?

All contracts have annual subscription terms, during that period you can not scale down but can scale up as needed. More details on restrictions are available in the MSA and on the Terms of Service page at checkout.

What happens if I exceed the annual signing limit in Starter? Is there a flat overage cost, or do you offer bulk discounts?

If you go over your annual signing limit, you can easily purchase additional signings in bundles of 100. Volume-based discounts are included, so the more you buy, the more you save. We’ll notify you by email as you approach your limit, with a simple and user-friendly way to add more signings.

How smooth is the upgrade process if I outgrow Starter and want to switch to FLEX or PRO?

All subscriptions are based on an annual contract. As your renewal date approaches, a member of our sales team will proactively reach out to discuss upgrade options, including a move to FLEX or PRO. If your needs change mid-contract, our sales team is also available to help explore solutions within your current agreement.

What’s the average response time for support tickets?

Most inquiries are responded to within 1 hour, and we aim to respond to your request within 24 hours.

If a signing goes wrong (e.g., a no-show, client complaint), who handles the communication? 

Notary Connect Starter includes communication tools that help you easily navigate signing issues. Snapdocs does not manage the order or intervene in notary issues under these plans—our role is limited to providing software support. If a complaint arises, you're welcome to share it with our support team for visibility, but full notary management is only included in our PRO offering.

Is there escalation support available for high-value signings if something urgent occurs?

For Starter, signings are managed by the customer. If there is a sensitive or escalated situation, any customer can reach out to our Support team for guidance or review, but support doesn't handle or take action. This type of involvement is where PRO has the biggest impact with dedicated schedulers managing the order and assisting with notary communication.

How are notary payments processed?

For Notary Connect Starter customers, notary payments are handled directly by your team. Snapdocs does not process these payments on your behalf, so you'll be responsible for coordinating and issuing payment to the notary for their services.

How do I cancel my paid plan?

Your annual Snapdocs Notary Connect plan will automatically renew unless you cancel. You will be notified 30 days before your Notary Connect annual plan is set to renew. If you choose to cancel your plan, you can submit a request here.

For Notary Connect Starter plans purchased online via a self-service process, the auto-renewal policy is set forth here. 

If you signed an order form for Notary Connect, your cancellation terms are set forth in your order form.