Document Customization - Attorney Pluralization

When generating Powers of Attorney, you can choose whether you want your attorneys to be referred to singularly ("my attorney"), plurally ("my attorneys) or dynamically (singular or plural depending on how many attorneys are appointed).

These defaults can be set once on the document tab however can always be changed on the client level when you are generating POA documents for a particular client file. 

How do I set the Pluralization option for the POAs?

1. Navigate to the “Documents” tab. 
2. Click on POA Property or POA Personal Care and scroll down to the "Pluralization" section.
3. Select an option from the drop-down list.
4. Click “Save” in the bottom corner to save the default contents settings for that document type.