Notary Public

This article will show you how to:


 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:

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