How to add witnesses to a document

You can include Witnesses to Wills, LPA's and other documents. The Signing section of the Interview Questionnaire provides the option to include the name of a witness/witnesses in the relevant document. Where this option is selected in the questionnaire, a drop down list of the names entered in this section is provided and the user can select the required person/persons.

To include details of possible witnesses during the questionnaire:

1. Click on the Witnesses tab, detailed below.

2. To add a witness, click the add a witness button '+'.

3. Fill out the details in the Witness Details form below. When you're finished, click 'OK'.

4. When you're finished, the witness should display on the Witness Summary grid (see below). Click Save at the top of the page and return to the Questionnaire.

 5. They will now show in the Questionnaire under the dropdown when adding the witnesses.

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