Data Entry
Creating data entry pick-lists
To help reduce the time you spend entering data you can customise the pick lists that appear in the document questionnaires or have a colleague end a client's data prior to drafting the Will. The follow customisations are available for each client ...
Entering beneficiary or appointee details for pick lists
Once you have selected 'Beneficiary or Appointee Details' in the Data Entry Area you will see the screen below and are ready to enter data. Enter the names of the relevant beneficiary of appointee. Select the gender of the person. Once you have ...
Entering address details for pick lists
Once you have selected 'Address Details' in the Data Entry Area you will see the screen below and are ready to enter data. 1. Enter the address - to utilise the Postcode enter your postcode and then click 'Find Address'. You will then see a list of ...
Entering specific gift descriptions for pick lists
Once you have selected the Specific Gift Description details in the Data Entry Area the screen below will appear and you are ready to enter data. To enter a specific gift: 1. Select the appropriate gift category from the Category of Gift drop down ...