Wills Processing Centre
Deleting Will Profiles
To delete a Will profile click 'Progress' beside the clients name in the Task Menu. On the next page click 'Delete'
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 ...
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 ...
Outline of the Task View Menu
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 ...
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 ...