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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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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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