Notary Public

This article will show you how to:

• Create a Notary Public matter 
• Enter Client and other parties
• Change a General matter to Notary Public

 To create a new Notary Public matter, follow the steps below. 

1. Click New Matter from the Home Screen.
2. Select the State in which you are a Notary Public.
3. Select Matter Type: Notary Public.
4. Select 'Next': 
   
5. Enter your Client details, and any relevant Other Party, Government Department, or Additional Contact:
   
   - See Adding Contacts for more information on adding contacts generally. 

Change existing General matter to Notary Public

Existing General matters can be easily changed to Notary Public as follows:

1. Open your existing General matter (used for Notary Public)
2. Open Matter Type
3. Select change...
4. Select new Matter Type as Notary Public > Notary Public
5. Select OK:
   
6. Enter Reason For Change
7. Select OK:
   

Your matter will now appear as 'Notary Public', with the party roles and layouts that are available in the Notary Public matter: