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Partner Web Permissions

Table of contents

  1. Website Access
  2. Document Type Access
  3. Check List Before Moving On

Resware implements a security model that limits the actions an external partner such as Notaroo can perform.

Website Access

Website Access is what allows Notaroo to leverage Resware’s hosted api for pushing back information and documents for the secure transfer of information.

Send your Resware’s API Url to your Notaroo Rep or to resware@notaroo.com

Configuration is as follows:

  1. Using the Main Menu, navigate to Admin \ Partners
  2. Search for Notaroo with the Criteria
    • Partner Type: Notary
    • Retriction Type: None
  3. Using the lower right grid, select the Notaroo Service Account employee row and click Edit
  4. Set the following permissions for Website Access under Website Roles
    • Add Documents
    • Add Notes
    • Web Services: Add Documents
    • Web Services: Add Notes
    • Web Services: Add WebURLDocuments
    • Web Services: Get Documents
    • Web Services: Get Notes
    • Web Services: Order Placement
    • Web Services: Search Files
      • Being Secure! Partners can only search for files that they are assigned to.
      • We requre this to convert your File number to the Internal Resware File Id for API communication.

Document Type Access

Resware places an emphasis on document security. The integration relies on Resware users to attach documents to notes that will be sent to Notaroo. A security prompt will display to verify the user’s actions. For pushing documents back into Resware, Notaroo requires the Signed Closing Package document type to be authorized for receipt.

  1. Using the Main Menu, navigate to Admin \ Documents and Templates \ Document Types
  2. Locate the Document Type to be used for the Signed Closing Package
  3. Click Edit for that record
  4. Under Website, set the following:
    • Checkbox enabled for Allow upload for Partner Types
    • Selected as the option
    • Click Edit and search for Notary as the Partner Type
      • Being Secure! Recall that Partners can only perform these actions for Files they are assigned to.
    • Click Save

Check List Before Moving On

  1. Did you send your Web API url to resware@notaroo.com or your Notaroo rep?

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