Deleting Will Profiles

To delete a Will profile click 'Progress' beside the clients name in the Task Menu.

On the next page click 'Delete'

• Related Articles

• Viewing Will Documents

  To view the documents associated to a client choose the 'Review the Will' option in the clients Progress Tasks area. To view the documents associated to the current interview, click the Open Client documents in the center of the screen: A new browser ...

• Outline of the Task View Menu

  The Task View table The Task View table assists you with an 'at a glance' overview of the Wills that have been submitted to your service. Task - The task you can progress to eg. Dispatch Report Due - The status of the task, if the task is a Superior ...

• 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 ...

• 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 ...

• 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 ...