Key Features of a Notary Management System
Document Management
- Secure storage and retrieval of notarized documents.
- Templates for commonly notarized documents (affidavits, powers of attorney, etc.).
- Digital document uploads and scans.
Client and Appointment Management
- Track client details and history.
- Schedule appointments and send automated reminders.
- Integration with calendar systems (e.g., Google Calendar, Outlook).
E-Notarization
- Remote online notarization (RON) using video conferencing tools.
- Electronic signatures and digital certificates for secure notarization.
- Audit trails for verification.
Payment Integration
- Invoice generation and payment tracking.
- Online payment gateways for client convenience.
Compliance and Record-Keeping
- Tools to ensure compliance with regional notary laws.
- Maintain journals and logs of notarial acts.
- Generate reports for audits.
Security and Privacy
- Data encryption for document security.
- Role-based access to sensitive information.
- Backup and disaster recovery options.
Mobile Access
- Mobile-friendly interface for notaries on the go.
- Capture signatures and perform notarizations via mobile devices.