Overview

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 of the Wills that have been submitted via your Online Will Service in a back office environment.

In the Wills Processing area you can:

  • View all Wills that have been submiitted in a categorised list
  • Search for Wills using a number of criteria e.g. customer name
  • Review each Will individually
  • Amend submitted Wills (via the Questionnaire or Document)
  • Progress Wills that require checking (this is dependent on the package the customer has submitted)
  • Create a dispatch report

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      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 ...