What reminder frequency options are available in the Eternal Pro Wizard?

You can choose from four options: Quarterly, Biannual, Annual, or Disable.

Where in the Eternal Pro Dashboard do I set automatic client reminders?

Navigate to Eternal Pro, then open the Eternal Wizard and follow the steps until you reach the 'Do you want to set automatic reminders' question.

How to set frequency of client reminders in the Eternal Pro Dashboard?

You can set or change the boilerplate language for the estate documents in the Eternal Wizard:

Login to your Eternal Dashboard
Click Eternal Pro, then Eternal Wizard
Follow the steps until you reach the "Do you want to set automatic reminders" question
Select from the available options - Quarterly, Biannual, Annual, or Disable

How to remove a firm administrator in the Eternal Pro Dashboard?

To remove an administrator from your Eternal Pro Dashboard: Login to your Eternal Dashboard as a Super Admin Click the Admins link in the left nav bar Hover over the...

How to add clients in the Eternal Pro Dashboard

To add a new secure client account within your Eternal Pro Dashboard: Login to your Eternal Dashboard Hover over the + New button in the top Nav bar, then click Add...

How to delete a client from the Eternal Pro Dashboard

To remove a client account from within your Eternal Pro Dashboard: Login to your Eternal Dashboard Click the Your Firm Name Clients button in the top Nav bar Click...

How to delete a user from the Eternal Pro Dashboard?

To remove any user or administrator within your Eternal Pro Dashboard: Login to your Eternal Dashboard Click the Your Firm Name Clients button in the top Nav bar Click...

How to create a new intake form in the Eternal Pro Dashboard?

To add a new intake form within your Eternal Pro Dashboard: Login to your Eternal Dashboard Click Wizard in the left navigation menu Enter a unique name in the New...