For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt
Snapdocs RON
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How to enforce internal receipt note entry
Internal receipts can be a powerful tool for tracking and managing transactions within your team. By enforcing internal receipt numbers, you ensure that each action taken by a team member is accompanied by a unique identifier, making it easier to monitor and audit transactions. This feature is especially useful for managing workflows, such as collecting signatures or validating identity (IDV).
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## Access the Team Management settings
To begin, navigate to your **Account** settings. Then:
- Click the **Team Management** card.
- In the team management dashboard, locate the drop-down menu and select **Additional Settings**.
## Enable internal receipt enforcement
In **Additional Settings**:
- Find the toggle labeled **Enforce Internal Note** and switch it on.
- After enabling the toggle, select the specific items or transactions for which you want to enforce internal notes.
## Select transactions to enforce
Choose the type of transactions you want this feature applied to. You can enforce it for different kinds of transactions such as:
- **Standard Signatures**: for example, when team members are collecting signatures on-site or using remote devices.
- **ID Verification (IDV)**: for identity verification transactions.
By enforcing internal receipts for your team members, you can maintain better control over your transactions and ensure that every process is accompanied by a unique identifier. Whether it's for signatures, ID verification, or other types of transactions, internal receipts offer a structured way to track and audit your team's activities. Enabling this feature in Snapdocs RON (formerly Pactima) is quick and straightforward, and it adds a layer of security and accountability to your operations.
