Generating Documents

How do I generate a document?

1. Click the Document Icon in the top right corner.
2. Click the Generate Button (circular arrows) on the right side of the document type you would like to generate
3. Click the Download Button (downwards arrow) on the right side of the document version you would like to generate
4. Check the two verification boxes and click “Continue”.

How do I generate multiple documents at once?

1. Click the Document Icon in the top right corner.
2. Click the Generate Button (circular arrows) on the right side of each document type you would like to generate
3. Click the Download all Button (downwards arrow) 
4. Check the two verification boxes and click “Continue”

How do I preview a document before generating?

1. Click the Document Icon in the top right corner.
2. Click the Generate Button (circular arrows) on the right side of each document type you would like to generate
3. Click the document name (ex. Single Will)