Custom Profiles

The Custom Profiles feature enables you to establish pre-answered interviews for frequently used documents such as Wills, trusts, and ancillary documents. This facilitates faster drafting by starting with a personalized set of default responses, reducing the time required for interviews and enhancing the consistency of your selections.

1. Creating Custom Profile Instructions
Length: 01:10

2. Edit Custom Profile Instructions
Length: 00:24

3. Delete Custom Profile Instructions
Length: 00:15

4. Customize Custom Profile Instructions
Length: 00:57

5. Using Custom Profile Instructions
Length: 00:23

Delete Custom Profile Instructions

3. Delete Custom Profile Instructions

  1. Click Manage Custom Profiles
  2. Click on the Custom Profile you want to delete
  3. Click Delete Custom Profile

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