Accessing your Online Wills Service Settings

To access your Online Wills Service Settings, first make sure you have an active subscription, the correct permissions and log into the Dashboard.

You will see your products on the second half of the screen, please select Online Wills Service from this section:

This will take you to the Back end system, which will allow you to access Customisations and the Wills Processing Centre.

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• Service Level Options

  To access this section please go to your Online Wills Settings, then click 'View/Maintain Service Profile'. This section will allow you select what Service option you want to offer your clients: Premier - Wills created under this service are ...

• Progressing your Wills

  From the Task View menu you can proceed to your client's Will profile by clicking the 'Progress' button that corresponds to the client's name in the Task View table. The amount of information available in the 'Progress Tasks' area for a particular ...

• Overview

  To access this section please go to your Online Wills Settings, then click 'Go to the Wills Processing Centre'. Note: Will Processing is only available once your Online Will Service is live. The Wills Processing area enables you to easily manage all ...

• Analytics

  To access this section please go to your Online Wills Settings, then click 'View/Maintain Service Profile'. If you use Google Analytics, you can use this section to intergrate it with your service. Click 'Yes' then enter your Google Account ID. Once ...

• Payments Setup

  To access this section please go to your Online Wills Settings, then click 'View/Maintain Service Profile'. This section will allow you to setup payments for your service. If you wish to charge for your service, then you can add a Stripe account ...