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  • How to Create CRM Fields in Sure Will Writer
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  • 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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  • How to Add Custom Precedent Clauses in Sure Will Writer
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How to Conduct ID Checks in Sure Will Writer

Introduction #

Hello! If you need to create an ID report within Sure Will Writer, follow this straightforward guide.

Prerequisites #

  • Make sure you’re signed into your Sure Will Writer account.
  • Have sufficient credits to run the ID report.
  • Have the relevant case open, or be prepared to create a new case for the individual(s) you want to check.

Step-by-Step Instructions #

  • Navigate to the Relevant Case
    • Go into the case concerned, or create a new case specifying the details of the person or people whose ID you wish to check.
  • Access ID Reports Tab
    • From the column on the left-hand side, click on the tab labelled ‘ID Reports’.
  • Generate ID Report
    • Once you’re in this section, click on the ‘Create’ button. The system will then generate the ID report for you.

Note: Ensure you have enough credits in your account to successfully run the ID report.

For further assistance or queries, feel free to contact our support team at [email protected]

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Updated on 22nd November 2023
How to Filter Cases in Sure Will WriterHow to Use the Letter Templates Process in Sure Will Writer
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