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 window will open giving you documents available for this client.

Click on the required document and wait for the file to load.

• Related Articles

• Deleting Will Profiles

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

• 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 ...

• Arken Acquire(OLWS)

  To access this section please go to your Online Wills Settings, then click 'View/Maintain Service Profile'. If you are also subscribed to Arken Acquire, this section will allow you to include a link to collect client information before the Will has ...