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Records & risk

Keeping a defensible commissioning record

What to keep, why, and how a simple contemporaneous record protects you if an appointment is later questioned.

Mon, Sep 14, 2026

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A thoughtful approachA clearer way to work together.

Why keep a record at all

A commissioner or notary may be asked, sometimes years later, to confirm what happened at an appointment. A contemporaneous record lets you answer from something better than memory, and shows you followed a consistent process.

What a useful record contains

At a minimum: the date, the deponent, the document commissioned, the identification you relied on, whether it was in person or remote, and any notable circumstances. For remote appointments, note the audio-visual method. Keep it proportionate — enough to reconstruct the appointment, not a data hoard.

Privacy and retention

You are handling personal information, so collect only what you need, keep it securely, and retain it for a defined period rather than indefinitely. If you use a platform, understand what it records on your behalf and where that data sits. Align your retention with your own professional obligations and applicable privacy law.

Session recordings

Recording a remote session is not required by the regulation and raises its own privacy and consent questions. If you record, disclose it, obtain consent, and store it as carefully as any other sensitive record. Many practitioners keep a written record rather than a recording.

Practice information, not a substitute for your own judgment.

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This page is general information, not legal advice. Acceptance of any document is always the receiving organization's decision. Prices shown exclude applicable tax unless stated.