Setting up the Intestacy Provisioning Tool
Accessing Intestacy Settings
To access your Intestacy 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 Intestacy from this section: This will ...
Company Details
Please first access the Settings for the Intestacy Tool. This information is what your client will see throughout the Intestacy questionnaire Company - Enter your company name. If necessary this can be different to your Arken Professional company ...
Styling
Please first access the Settings for the Intestacy Tool. Use this page to customise the look and feel of the Intestacy questionnaire to match your brand. Logo - Upload a logo that will appear in the top left of the Intestacy questionnaire. There is ...
Custom Wording
Please first access the Settings for the Intestacy Tool. This section allows you to specify your own wording for various areas of the Intestacy Tool. Just enter the required text into the boxes provided. Here are some examples of how the default text ...
Customer Journey
This section contains various options relating to how your clients complete the Intestacy questionnaire. Please first access the Settings for the Intestacy Tool. Embedding the App If you want to use the Intestacy Tool by embedding in into your ...
Social Media
You can add social media buttons such as Facebook or Twitter at the bottom of your Intestacy Tool so that your clients can share posts about the tool on their social media. Facebook: To create a Facebook button click Add New Item, give it the name ...
Analytics
Please first access the Settings for the Intestacy Tool. The Intestacy Tool can send various data to your Google Analytics account. If you have not already set up a Google Analytics account you can find details on how to do so here. Here are some ...
Arken Products
Please first access the Settings for the Intestacy Tool. If you subscribe to Arken Acquire or the Online Will Service you can add the URL links to these here. Arken Acquire - You can find this URL in the Acquire provisioning tool. This will enable ...