Modifying Master Document Attributes & Setup (WillPowerWeb)
You can change the documents generated in a WillPowerWeb by modifying the master document. To modify a master document, navigate to Tools > Documents in WillPowerWeb. The complete list of master documents will be shown. Select the document modify by left clicking it.
Editing Document Attributes
Once you have selected a document, it will load. Change various attributes by clicking on Edit Attributes. A popup will appear, displaying the following:
- Document Name: This updates the name of the document.
- Apply To: This identifies when the document should appear in your files. Switch to "Only for Files with Spouse/Partner" for the document to appear in files when there's a spouse or partner.
- Document Category: This will set the document to appear in the selected category when viewing the documents list by category.
- Loop Based On: This will set the document to repeat itself when generating. For example, setting "All Trustees" will create a copy of the document for each trustee.
Editing Document Appearance and Template Used
Every document is associated with a template. These templates set the margins, fonts and other document settings. To switch the template, click the pencil and then the selector icon to pick a new template.
If the template is setting the correct signing lines, change the margins, fonts and other document settings by clicking the Click to Edit Margins, Fonts, etc. link. This will open the available settings to change as you see fit.
Remember to save your changes.
Still can't find what you're looking for?
Related Categories
Billing, Accounting Integrations, Admin Functions & Reports
File Creation, Document Creation, and other general topics
Province-specific information for AB clients
Province-specific information for BC clients
Province-specific information for MB clients
Province-specific information for ON clients
Province-specific information for NS clients
Province-specific information for SK clients
Related Articles
Modifying Master Document Attributes & Setup
You can edit the appearance of the documents that you generate in a RealtiWeb by modifying its Master document. To modify a master document, navigate to Tools > Documents in the top navigation pane in RealtiWeb. The complete list of master documents ...Modifying Clauses in WillPowerWeb
Being able to modify and move clauses around within WillPowerWeb is critical for being able to create Wills & other documents efficiently and without error. This article covers the following topics related to clause editing: Changing Order of ...Modifying Master Document Pre-Body and Post-Body Sections
You can edit the pre-body and post-body appearance and content of the documents that you generate in a RealtiWeb by modifying its Master document. To modify a master document, navigate to Tools > Documents in the top navigation pane in RealtiWeb. ...Organizing your Master Documents by Category
In RealtiWeb, there are three ways of managing and viewing your documents: By Category By Package Alphabetically Organizing Your Documents By Category You are able to control what documents go into which category by editing their attributes in the ...Getting Started With WillPowerWeb
WillPowerWeb is designed for use in all common law provinces across Canada. When users log in, the application identifies the appropriate province based on the lawyer’s profile. In WillPowerWeb, powers of attorney for property are referred to ...