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CRM

10
  • How to Create CRM Fields in Sure Will Writer
  • How to Import Cases into Sure Will Writer
  • How to Raise Recurring Invoices in Sure Will Writer
  • How to Pre-populate Address Book Entries in Sure Will Writer
  • How to Export Cases on Sure Will Writer
  • How to Download a Document on Sure Will Writer
  • How to Set Up a Pipeline and Alerts in Sure Will Writer
  • How to Filter Cases in Sure Will Writer
  • How to Conduct ID Checks in Sure Will Writer
  • How to Use the Letter Templates Process in Sure Will Writer

Customisation

4
  • How to Customise the Front Page of Your Wills in Sure Will Writer
  • How to Set a Binding Margin for Documents in Sure Will Writer
  • How to Amend How People are Referenced in the Last Will & Testament in Sure Will Writer
  • How to Create CRM Fields in Sure Will Writer

Drafting

12
  • How to Add Custom Precedent Clauses in Sure Will Writer
  • How to Use the Scenario Feature on Sure Will Writer
  • How to Create a Property Trust in Sure Will Writer
  • How to Sub-divide a Property Gift into Different Shares in Sure Will Writer
  • Using the Tracked Editing Feature in Sure Will Writer
  • How to Manage STEP Provisions in Sure Will Writer
  • How to Create a Life Interest Trust in Sure Will Writer
  • How to Create a Discretionary Trust in Sure Will Writer
  • How to Appoint a Substitute Professional Executor in Sure Will Writer
  • How to Add an Additional Property Gift in Sure Will Writer
  • How to Make Attestation Clause Changes in Sure Will Writer
  • How to Create a Nil Rate Band Clause in Sure Will Writer

Services and Settings

5
  • How to Integrate Office 365 with Sure Will Writer
  • How to Update Payment Method in Sure Will Writer
  • How to Add Credits in Sure Will Writer
  • Setting Up SMTP Settings in Sure Will Writer
  • How to Request a Printing Service in Sure Will Writer
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CRM

  • How to Create CRM Fields in Sure Will Writer
  • How to Import Cases into Sure Will Writer
  • How to Raise Recurring Invoices in Sure Will Writer
  • How to Pre-populate Address Book Entries in Sure Will Writer
  • How to Export Cases on Sure Will Writer
  • How to Download a Document on Sure Will Writer
  • How to Set Up a Pipeline and Alerts in Sure Will Writer
  • How to Filter Cases in Sure Will Writer
  • How to Conduct ID Checks in Sure Will Writer
  • How to Use the Letter Templates Process in Sure Will Writer
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Will Writing Software produced by WillSuite Ltd. for the Society of Will Writers and Estate Planning Practitioners. Will drafting support is provided by the Society of Will Writers.

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