Lawgic Template Training Video for Estate-Planning Products Only
This training takes approximately 13 minutes and uses both audio and
video to demonstrate how to create a Template from your client answer
files using the automatic Template Assistant feature in Lawgic’s
estate-planning products.
Topics include:
- How to Create a Template Using the Template Assistant
- How to Further Customize a Template using Flags
- 2 ways to Use a Template
- Where To Get Further Information on Creating
Templates
Please read the following instructions on how to download the training file before you attempt to download.
1. Once you click on the link after step #4 below you will see a "File Download" box. Click Save and save the file to your DESKTOP for easy access.
2. Once the download is complete, go to your DESKTOP, locate the file and double-click it. (The file will have the form "Lawgic<name>.exe.") You will then see a "Winzip Self-Extractor" box.
3. Click the Unzip button. The training file will be unzipped to a Training folder in: C:\Program Files\Lawgic\Training. Then, click OK after the file has been unzipped and then click the Close button on the Winzip Self-Extractor box.
4. Go to the Training folder, locate the file and double-click on it to view the video. The file will open up in Windows Media Player.
Click
here to download the Template training video file (5.3 MB).
If you have any further questions after viewing the training, please
email us at support@lawgic.com.
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