Mikayla
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Articles
Recent activity by Mikayla-
Affidavit of Execution Customization
What customization choices can I make in the "Affidavit of Execution" section? In the "Affidavit of Execution" section, you can choose whether or not you want to generate affidavit of execution doc...
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Document Customization - User vs. Firm Settings
On a Professional Plan, you can now set your own document customization preferences at the user level. If you're an administrator user on the account, you will have the ability to set the document ...
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POA Customization Overview
How do I set the global customization preferences for the POAs? Go to the "Documents" tab. Click the three dots on the right side of either "POA Property" or "POA Personal Care" and select "Config...
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Document Customization - POA Custom Content
When generating Powers of Attorney, there may be certain clauses of your own that are not currently in the system that you want to include to closer match your own precedents. For the POA Property ...
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Document Customization - POA Contents
When generating Powers of Attorney, there may be certain clauses you want to include, remove or customize to closer match your own precedents. For the POA Property and POA Personal Care documents, ...
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POA Property Customization
What customization choices can I make in the "General" section? If the "Counterpart Execution" box is checked, the POA document will include special language noting the fact that the document is b...
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POA Personal Care Customization
What customization choices can I make in the "General" section? If the "Counterpart Execution" box is checked, the POA document will include special language noting the fact that the document is b...
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Reporting Letter Customization
What customization choices can I make in the "General" section? The "Delivery Method" gives you the option to specify the method in which the reporting letter will be sent. You can choose delivery...
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Reporting Letter Content Customization
When generating a Reporting Letter, you may prefer that the wording closer match your own precedents. You can now replace eState's clauses with your own custom content. These defaults can be set o...
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Retainer Agreement Customization
Retainer Agreements are important as they set out the expectations and limitations of your retainer. You can automatically generate them by going to the downwards arrow button in the top right corn...