Internal Documentation
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This information is for internal use only. Do not share these documents or login credentials with unauthorized parties.
Welcome to the Legatee Internal Knowledge Base. This is your central source for how to operate the platform, from reviewing initial requests to completing final notarizations.
How to Use This Guide
If you're new to Legatee, start with the Overview to understand how everything works together. For day-to-day tasks, follow the Standard Operating Procedures below.
Quick Start Guides
- Review & Approve: A fast guide for reviewing and triaging new cases.
- Notarize a Case: The complete step-by-step process for performing a notarization.
Standard Operating Procedures
These procedures cover the entire lifecycle of a notarization. Follow them carefully to ensure we remain legally compliant and maintain the highest level of security.
- Intake & Triage: How to validate and accept new requests.
- Verifying Identity: Using photo ID and facial recognition to confirm identities.
- Conducting Video Sessions: Best practices for remote notarization meetings.
- Records & Completion: Finalizing the notarial act and ensuring proper documentation.
- Handling Refusals: What to do when a request doesn't meet our standards.
Governance, Security & Privacy
We take accountability seriously. These documents explain the protections and procedures we have in place:
- Audit Trail and Evidence: How we ensure every action is recorded and remains tamper-proof.
- Regulatory Compliance: Detailed mapping of how our platform implements the Notaries Public Act, Evidence Act, and NDPA.
- Digital Signatures and Legal Validity: How notarized documents are authenticated and legally binding.
- Data Protection and Privacy: Our commitment to protecting citizen data and handling privacy requests.
Core Operating Principles
- Everything Must Be Recorded: If it didn't happen on the platform, it didn't happen. All evidence must be captured in the system.
- Strict Confidentiality: We handle sensitive legal data. Treat every document as if it were your own private information.
- Total Accountability: Everything you do is logged. The Supreme Court reviews these logs regularly.
- Legal Precision: Small mistakes in a notarial act can have serious legal consequences. Follow every step exactly as written.