Completing the Intake Section (Overview Video)

Intake Details

The intake details are key part of the estate file process as it is where the user will input key information relating to the probate application. The Intake is located within the navigation menu on the left hand side.

This section is highly tailored to your region; the example in the video walks through an Intake for a file in Ontario, Canada. The fields in this section will allow the system to pre-fill the relevant forms for your jurisdiction's application.

Note: Remember to save all of the information entered. This will enable the system to prefill the forms in the Forms & Letters section. A user can modify the information at anytime. This is done by entering the updated data and pressing "Update" to save the modifications.

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