Packages

Why Packages Matter

When you notarize the same types of signings again and again, rebuilding each document type and notarial act pairing invites mistakes. Packages keep the structure consistent so you can:

• Reduce omissions: Avoid accidentally leaving out a document or notarial act.
• Standardize entries: Keep your journal format consistent across common signing types.
• Move faster: Start with the full set of documents instead of adding each item individually.

How Packages Work

Think of a Package as a reusable checklist. You define the full set of document types and their usual notarial acts once, then apply it anytime you book that signing type.

For example, a Refinance Package might include the following document type and notarial act pairings:

• Deed of Trust — Acknowledgment
• Note — Acknowledgment
• Closing Disclosure — Acknowledgment
• Right to Cancel — Acknowledgment

When you select the Package, those pairings automatically populate the journal entry. You can still add or remove items for unique appointments, but the core set is already in place.

Create Packages for Your Most Common Work

Start with the signings you notarize most often. Typical Packages include:

• Refinance
• Seller Package
• Buyer Package
• Power of Attorney
• Estate Planning

Each Package includes document types and the notarial acts you routinely perform for each one. In many cases, the notarial act is the same across every document in the Package, which makes the journal entry even faster to complete.

Best Practices for Accuracy

To make Packages work even better over time:

• Review periodically: Update Packages when documents or requirements change.
• Use clear names: Make it easy to choose the right Package quickly.
• Keep a baseline: Include every document type and notarial act pairing you expect, then remove the few you don't need for a specific appointment.

Packages help you fill your electronic journal more efficiently, reduce errors over time, and keep every notarization complete.