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.
