Intro
You can add additional paragraphs to a document's commentary.
There are two ways to do this, this article will focus on adding
paragraphs that will be included in a specific client's Will commentary.
If you want to find out how to add a paragraph to all future
commentaries then please read this article.
Customising a clients Document or Commentary
To add a new paragraph to a commentary you must have initiated a questionnaire for a client. Click on the Commentary Extensions tab. To include additional paragraphs in the commentary tick yes for the question below.
You can then view a list of additional paragraphs included in your
commentary. If there are any additional paragraphs set up to be included
in all Wills these will appear by default. To add further paragraphs,
please click on the '+' button.
Then you can then either;
- Type in commentary specifically for this Will
- Insert one of the paragraphs available from the commentary paragraph library using the drop down button.