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Knowledge BaseHow to Add a Notary Public/Witness Card
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How to Add a Notary Public/Witness Card

  • Dec 16, 2025
  • Knowledge

How To
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To add the Notary Public/Witness table type into a matter, please refer to the following steps:

  1. Open the matter.

  2. Make sure you're on the Details & Correspondence tab.

  3. Under the Details column, right-click the Matter Details or Matter Type table and select Edit Table Types.

    The Edit Table Types will open in a new window.

  4. Click the Show All Tables checkbox to display the full list of table types.

  5. Search for 'Notary Public' or 'Witness'. 

  6. Tick the checkbox next to the table type to add it into the matter.

  7. Click OK.

  8. Double-click on the newly added table type to enter the details or right-click and select  Add from Card list to allocate a card to the selected table type.

 
Click to edit heading

In order to add a Commission Expiry Date for a Notary, open the card details window and click Commission Expiry Date in the Card Details section.

 

The details will then appear in WealthCounsel when generating documents.

Last Modified Date
12/16/2025 12:23 AM
Title
How to Add a Notary Public/Witness Card
URL Name
How-to-Add-a-Notary-Public-Witness-Card-US

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How to Add a Notary Public/Witness Card