Finance · Legal Documents
Notary instructions
A written guide telling a notary how to handle the signing and certification of a specific set of finance documents.
What it usually contains
- list of documents to be notarized or witnessed
- identification and signer verification requirements
- step-by-step signing and initialing order
- wording for notarial certificates, seals, and journal entries
- return delivery instructions and deadlines
What the assistant uses it for
Use it to answer how a signing appointment should be conducted, what ID and witnesses are required, which pages need seals or acknowledgments, and where completed originals must be sent.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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