Dashboard
The Dashboard page gives you an overview of the Estate you are working on. If you have the full product it shows the position you are at in the Workflow...
Thu, 7 May, 2020 at 3:33 PM
This area gives you an overview of the Workflow. There are 5 stages. The items that are crossed through in grey are the ones that have been completed. ...
Mon, 4 May, 2020 at 3:07 PM
This area allows you to make a note about this case that any colleague can read when they come to this page. An example of how you might use the Messag...
Wed, 13 May, 2020 at 4:20 PM
The Summary shows the Deceased's UK Estate and joint property passing by Survivorship at the date of Death, which has been entered into the system. It a...
Mon, 4 May, 2020 at 2:54 PM