ONE LEDGER • NOTARY TIPS
Notary Tips
Notary Tips
Practical guidance for organized, secure, and consistent notarial journal work.
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01
Practice First
Practice First
Use Practice Entry before your first live appointment to become familiar with the workflow.
02
Draft When Unsure
Draft When Unsure
Use Save As Draft when information is incomplete. Submit only when the record is ready to lock.
03
Capture Signing Location
Capture Signing Location
Use Auto-Detect, View on Map, or manual entry so the signing location is saved with the record.
04
Review Before Locking
Review Before Locking
Check signer details, identification, location, fees, signature, and any required thumbprint before submitting.
05
Export Readable Records
Export Readable Records
Use the send icon from a journal entry to create a formatted PDF for email, text, print, or storage.
06
Protect Your Journal
Protect Your Journal
Use Lock Data when stepping away or handing the device to someone else.
07
Protect Sensitive Data
Protect Sensitive Data
Journal records can contain PII, signatures, and thumbprints. Protect the device and share records carefully.
08
Keep Retention Discipline
Keep Retention Discipline
Keep prior paper records, exported PDFs, and app data backed up according to your state's retention requirements.
Ready to Get Started?
Ready to Get Started?
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