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How do I validate a record?

To validate a record, simply follow the instructions below:

  1. Ensure all mandatory data is entered accurately into the record (Record No., Name of Deceased and Date of Death)
  2. Click on Tab A (File Opening Information)
  3. Click on the lock icon beside the Pay-per-use status section
  4. There are two forms of validation within each Estate-a-Base record:
    • Estate Administration: This validation is used for all records and allows you to access and produce documents and court forms.
    • Estate Accounting: This validation is only used if you are going to be entering more than 25 accounting entries into the Assets/Accounting Tab of the record.
  5. Once you have checked off the validation type required, complete the fields for Requested By: and Authorized By: and click Submit.
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