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CRM

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  • How to Create CRM Fields in Sure Will Writer
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Customisation

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  • 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

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  • How to Add Custom Precedent Clauses in Sure Will Writer
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  • How to Manage STEP Provisions in Sure Will Writer
  • How to Create a Life Interest Trust in Sure Will Writer
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  • 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

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  • How to Integrate Office 365 with Sure Will Writer
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  • How to Set a Binding Margin for Documents in Sure Will Writer
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How to Set a Binding Margin for Documents in Sure Will Writer

Introduction #

Should you wish to adjust the binding margin for documents in Sure Will Writer, this guide will cover two methods you can use to achieve this.

Prerequisites #

  • Ensure you’re logged into Sure Will Writer.
  • Have the case open where you want to modify the document margin.

Step-by-Step Instructions #

  • Method 1: Using the Pre-Set Binding Margin
    • Access the Submission Panel: Go to the relevant case page and select the submission panel.
    • View the Document: Click the ‘View’ button on the document you wish to modify.
    • Navigate to the Documents Panel: Scroll down until you reach the documents panel and select the action button.
    • Download with Binding Margin: From the dropdown menu, select ‘Download for binding’.
  • Method 2: Customise the Margin Manually
    • Go to Company Settings: Click on your name at the top right-hand corner of your Sure Will Writer page and select ‘company settings’ from the dropdown menu.
    • Navigate to ‘Document Customisation’: Click on ‘Document Customisation’ from the column on the left-hand side.
    • Select the Document: Pick the document you wish to alter from the tabs at the top.
    • Enter the Margins: In the four boxes provided, enter the margin measurements you wish to set for the document.

For additional help, you are always welcome to contact our support team at [email protected]

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Updated on 22nd November 2023
How to Customise the Front Page of Your Wills in Sure Will WriterHow to Amend How People are Referenced in the Last Will & Testament in Sure Will Writer
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