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Snapdocs connector for Okou

Connect Snapdocs Notary Connect to discover clients and products, manage signing orders, upload and download documents, and review order comments and API-key scope.

Sales & operations · API Token

Use Snapdocs in Okou

Use Snapdocs Notary Connect to inspect clients, products, signing orders, attachments, comments, and API-key scope, or to manage an explicitly confirmed signing workflow.

Once connected, supported Snapdocs actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.

What you can do with Snapdocs

  • Read the authenticated Snapdocs API key scope and description.
  • Read title-office client branches and their associated team members and products.
  • Read one signing order, including signer, notary, status, and attachment metadata.
  • Upload a document to a signing order; the provider may queue it for notary delivery.
  • Read non-internal comments on a signing order.
  • Read signing products available to the authenticated company or client key.
  • Create a signing order that can start a real notary workflow.
  • Download an order document through Snapdocs' temporary pre-signed redirect URL.

How the Snapdocs connector works

A connected service becomes one permissioned step in the work you hand off.

  1. 1

    Connect Snapdocs

    Choose API Token.

  2. 2

    Choose the work

    Use only the supported actions your workflow needs.

  3. 3

    Run it your way

    Start it once, schedule it, or attach an event trigger.

Connect Snapdocs securely

Use the connection method that fits your account and grant only the access the workflow needs.

  • API Token

Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.

Snapdocs connector questions

What can Okou do with Snapdocs?
Connect Snapdocs Notary Connect to discover clients and products, manage signing orders, upload and download documents, and review order comments and API-key scope. Documented actions include: Read the authenticated Snapdocs API key scope and description. Read title-office client branches and their associated team members and products.
How do I connect Snapdocs to Okou?
Connect Snapdocs using API Token. The connection controls which supported actions a workflow can use.
Can Snapdocs run in an automated workflow?
Yes. After it is connected, supported Snapdocs actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.

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