Syncing Document Settings Between Spouses

How do I sync the document settings from one spouse's profile to the other?

If you are dealing with a spouse client file and wish to copy the document settings into the other spouse's profile, you can do so by using the spouse sync button.

1. First ensure both spouses have been added as separate clients and linked together with the "spouse client" field.
2. Enter into one spouse's profile and navigate to the "Documents" button.
3. Click on the document name (Ex. Single Will) to select it and make any necessary changes to the document settings.
4. To copy these document settings over to the other spouse, click the spouse sync button (in the top right corner).