How do I create my database?

Every time you enter a Party Name in Will Builder, it is entered into the Parties Database. To edit the Parties Database directly, outside of a Record, click on the Will Builder Parties Database > Edit.

Will Builder also allows you to create a new Record in the Parties Database by importing data from a Party or Principal Record in another Do Process application (The Conveyancer, Fast Company or Estate-a-Base). To take advantage of this import functionality, access the applicable User Setup Record and select Import from among the tabs at the top of the screen

Last Updated: 2014-06-27 15:53:41 UTC

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