One Ledger • Resources
Record-Keeping Guide
Record-Keeping Guide
Keep notarial journal records complete, organized, and protected from the start of the entry through final export.
Embedded Files
Simple Record-Keeping Workflow
Simple Record-Keeping Workflow
Use the essential steps below when creating and maintaining a journal record.
01
Complete the Entry
Complete the Entry
Record the signer, identification, document, location, fees, and other required information.
02
Review Before Locking
Review Before Locking
Check required fields and applicable state requirements before submitting the record.
03
Keep Records Protected
Keep Records Protected
Protect journal information, signatures, and thumbprints from unauthorized access or careless sharing.
04
Export When Needed
Export When Needed
Use the journal share option to create a readable PDF for printing, saving, or sharing.
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Keep Retention Requirements in Mind
Keep Retention Requirements in Mind
Keep paper records, exported PDFs, and digital journal records according to the retention rules that apply to your commission.
Need the Journal Workflow?
Need the Journal Workflow?
Review how One Ledger creates and manages journal records.
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