Document Templates store:

• The standard text and clauses for each type of document

• Programming instructions for inserting the information from the client forms

• Formatting information for generating the final document

Change the type of document you are working on by selecting from the template bar. Changing templates displays a new sequence of forms.

Templates are grouped by function. The group shown here is for Wills and associated documents. Change to a different type or group by clicking on one of the buttons at the bottom of the pane - Admin or Business.

Each client has just one file to record all their information. This single Legacy Client Information file (.lci) can be used to generate Wills, Codicils, Power of Attorney, Advance Directives and Severance of Tenancy notices  ... and other document types as they are added to the system.

Several client files can be open at the same time.