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Profile — Persona ▸ Notary

The Profile ▸ Persona ▸ Notary page is the user-facing application form for notary or commissioner-of-oaths credentials. It lets a member submit their appointment details, track the review status, and re-apply if the application is rejected.

Profile Notary — Acme Financial Group demo tenant

Standard PageHeader with the title Notary Application and a description that adapts based on whether you have an existing application. Lives at the top of the right-hand content panel under the Profile left-nav.

The body changes based on the user’s application status:

StatusBody
No applicationThe two-section form (Credentials + Jurisdictions)
PendingA status card with the Under Review pill
ApprovedA status card with the Approved pill + jurisdictions
SuspendedA status card with the Suspended pill + admin note
RejectedThe form, optionally pre-filled, ready to re-submit
  • Full legal name (required) — written exactly as it appears on your appointment certificate
  • Appointing authority — for context (e.g., Attorney General of Ontario); not required because some appointments are made by the law society itself
  • Bar number — provided when you’re a lawyer; admins can cross-reference your law society directory
  • Additional notes — free-form context

A repeating list with Add jurisdiction for additional rows. Each row captures:

  • Province — drop-down of the 13 Canadian provinces and territories
  • Typecommissioner (Commissioner for Oaths) or notary_public (Notary Public)
  • Registration number — your provincial appointment ID
  • Expiry date — when the appointment lapses

Multi-jurisdiction is common for lawyers; commissioners are typically single-province. The form keeps a minimum of one row.

Once an application is filed, the form is replaced with a status card showing:

  • An icon + pill for the current status
  • The submitted full legal name (echoed back)
  • An admin note (if any was attached during review, suspension, or rejection)
  • A Jurisdictions section listing every approved appointment

For Approved, the card is informational; for Pending, it confirms the submission; for Suspended, it surfaces the admin’s reason.

no application ──▶ pending ──▶ approved
↘ rejected (re-apply allowed)
↘ suspended (admin contact)

The state transitions are admin-controlled (under Settings ▸ Compliance ▸ Notaries). Once approved, the user can be assigned to RON Sessions and their notary stamps appear on completed envelope audit PDFs.

The platform watches the Expiry date field and emits a reminder notification 60 days before any jurisdiction lapses. The reminder lands in the user’s bell icon and (if email notifications are on) their inbox. This gives the notary time to renew their appointment with the relevant authority before it expires.

RoleCan submit own applicationCan review others
Owner / Admin✓ (via Settings ▸ Compliance)
Member
ViewerRead-only

The admin review surface is at Settings ▸ Compliance ▸ Notaries and is hidden for non-admin roles. This Profile page is visible to everyone but only relevant if you hold notary credentials.

Every action emits an audit event:

  • notary.application_submitted
  • notary.application_approved
  • notary.application_rejected
  • notary.suspended
  • notary.reinstated

These events surface in Settings ▸ Audit Log for admins and in the applicant’s own Profile ▸ Security ▸ Activity tab.

SymptomMost likely causeFix
Submit button disabledRequired Full legal name missingFill the name field
No status card after submitBackend race; cache staleRefresh the page
Suspended without an admin noteAdmin omitted the noteReach out directly; the platform doesn’t auto-explain suspensions
Reapply form not pre-filledSchema migration since prior applicationFill from scratch; admin can clean up legacy records
Rejected application stays PendingAdmin still in queue or batched reviewWait for the admin’s queue cycle; nudge offline if urgent