Lawgic "User Profile" 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 "User Profile" Template using the automatic Template Assistant feature in Lawgic’s estate-planning products. A "User Profile" template contains answers to questions, such as your name, firm, name, address, etc. The benefit is that you can use this template each time you begin a new client answer file without having to re-answer the same questions.

Topics include:

• How to Create a "User Profile" Template Using the Template Assistant
• 2 ways to Use the 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 (5.6 MB).

If you have any further questions after viewing the training, please email us at support@lawgic.com.