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How do I install updated or new Master Documents from Do Process?

Do Process will often update documents or provide new documents for download.  To install these documents, please follow the instructions below.

  1. Login to the Conveyancer® as your username
  2. Click “Updates” – “Import selected master documents from Do Process Software
  3. Check in each category (Purchase Masters, Sale Masters, etc.) and the documents shaded in green in the DPS Version column are the ones that have been updated
  4. Check off the documents to be updated and click “Proceed
  5. Close out of the import window when finished

Note: Do not update the documents that are shaded in green in the INSTALLED VERSION as these the documents that your office has customized.

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