Case Study
Creating an RLT, Certification of Trust, and RLT Companion Will, starting with a new matter and ending with generated Word documents on the desktop. (27:21)
Creating Clauses
How to create and insert clauses in a document and include that clause automatically in future documents. (1:11)
Switching from Desktop to Online Drafting
How to switch from using ElderDocx desktop to Online drafting. (1:48)
Importing Desktop Answer Files
How to import answer files created from the desktop version of ElderDocx. (7:59)
Drafting a Document
How to draft documents in ElderDocx, including how to preview the document online and download it for editing in Microsoft Word. (2:38)
More About Clauses and Customization
More information about creating and using clauses, including how to add contact fields in clauses. (18:13)
Managing Matters and Document Sets
How to work with Matters and Document Sets, including downloading multiple documents and finalizing documents. (2:11)
Overview of ElderDocx
Overview of ElderDocx and the My Practice menu, including discussion of Matters, Contacts, and Clients. (3:18)