What is the master client list?
The master client list is an aggregation of all persons, in all capacities, in your Notary eJournal. This includes signers, document witnesses, signature by mark witnesses, etc. This feature gives you the ability to manage your client's data, reuse clients in future entries, and have better insight into a client's history in your Notary eJournal.
Master client list view
The master client list view provides multiple sorting options, as well as the ability to
View/edit a client
Delete/archive a client*
Search for a client
Merge clients
Manually add a new client
*A client can only be deleted/archived if they have not been associated with any journal entries. This is due to data tampering laws & best practices with respect to digital journals.
Viewing/editing a client
When viewing a client, you'll see the client's name & general information, any identifications associated with the signer, an audit log of actions pertaining to that client, and a list of any journal entries associated with that client
The following general information can be saved to a client's profile & edited at any time
Profile picture
Full name fields
Client's email address
Client's phone number
Client's address
General notes pertaining to client
A signer can only have 1 of each available type of identification saved to their profile. The available ID types are a driver's license, a passport, a military ID, and a State ID card. A client can not have multiple driver's licenses saved to their profile, for example
Audit log events for a client
Audit log events are created to help you track client activity across your Notary eJournal. Audit log events for a client may include:
When a client is created (first used in your journal)
When a client's information is updated
When a client is deleted/archived
When a client is used in a new journal entry
Journal entries for a client
All journal entries associated with a client are accessible when viewing the client's profile. Clicking on an entry will open it for viewing.
Merging clients
The Notary eJournal provides the functionality to merge multiple clients. This is useful for situations where you may have added the same client multiple times across multiple entries as a new signer or a new document witness. There are 2 ways to merge clients;
Using the "verify" badge to identify & merge potential duplicates
Manually selecting which clients you'd like to merge
When merging clients, you can only save 1 ID of each ID type to the client. In most cases where you have duplicate clients in your journal, they will have the same ID associated with them, which makes this easy. In other cases, you may have multiple ID types - you can only carry 1 of each ID type over through the merging process
Adding an existing client to an entry
When adding a signer or a document witness on step 2, you will be given the option to add an existing client. Selection this option will bring up your master client list, along with sorting & searching options to make it easy to find an existing client.
