Document Review: Preview, Manage and Download Documents

What is the new Document Review feature?

The new Document Review experience makes it easier to preview, manage and download client documents. The updated interface introduces document version history, searchable previews, simplified document settings and the ability to apply those settings to multiple documents at once.

1. Navigate Document Settings

How do I edit the document settings at the client level?

Any changes made to the document settings at the client level will only affect the current client file. To edit the settings:

1. Click the Document Icon in the top right corner.
2. Click the Document Inputs Icon (lines with sliders) on the right side of the document type you would like view the settings for.
3. Navigate the different settings sections with the menu bar on the left. Changes will be automatically saved.

How do I apply the document settings to multiple document types at the client level?

Some document settings need to be consistent across multiple document types but are not typically configured at the general document level as they change for each client file. These commonly include Signing Date, Counterpart, Affidavit of Execution and Witnesses.

Instead of updating these settings individually for each document type, you can use the Copy To feature to apply your changes to other documents.

1. Click the Document Icon in the top right corner.
2. Click the Document Inputs Icon (lines with sliders) on the right side of the document type you would like view the settings for.
3. Change a setting (ex. enter a signing date) and click the Copy To Documents Icon.
4. Click the checkboxes of the document types you would like to copy this setting to and select "Apply" in the bottom right corner.

How do I copy the document settings to the spouse?

1. Create a spouse client file.
2. Click the Document Icon in the top right corner.
3. Click the Document Inputs Icon (lines with sliders) on the right side of the document type you would like view the settings for.
4. Change your settings and click the Copy To Spouse Icon in the top right corner.

How do I apply another user's general document settings?

*Note: This feature is only available on the professional plan.

1. Click the Document Icon in the top right corner. Click on the Document Inputs icon on the right side of the document type you would like to customize.
2. Click the User Settings icon. 
3. Select the name of the user who's settings you would like to use.
4. Select Import in the bottom right.

2. Generate Preview and Manage Versions

How do I generate a document preview?

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 document name (ex. Single Will) to open the preview.

What features are available in document preview?

1. Document Search: Search the document by keyword or phrase to quickly find specific information, such as a beneficiary's name or a particular asset bequest.
2. Document Outline: Navigate directly to different sections of the document using the outline, including headings and subheadings. This makes it easier to review specific sections without scrolling through the entire document.
3. Version History: View all previously generated versions of a document type and switch between them as needed. You can also pin a version to keep it at the top of the version list, making it easy to identify the version you're actively working on. This is particularly useful when the most recently edited version isn't the most recently generated version.

3. Download Documents

How do I download 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 or choose "Generate All"
3. Click the Download all Button
4. Check the two verification boxes and click “Continue”