Knowledgebase - Eternal Pro
Most clients walk into an estate planning meeting thinking about the house, the retirement accounts, and who gets the family heirlooms. Almost none of them are thinking about their email, their...
How to add a new Firm User in the Eternal Pro Dashboard?To add a new administrator user within your Eternal Pro Dashboard: Login to your Eternal Dashboard Click [+ New] in the top Nav bar, then User Enter a unique Username Enter the...
How to add clients in the Eternal Pro DashboardTo 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 Client Enter a unique...
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 Wizard Name field Click...
How to delete a client from the Eternal Pro DashboardTo 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 Clients Find the client...
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 Users Find the user...
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 username, a submenu will...
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...
How to set or change the boilerplate language for the estate documents 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 Templates in the left navigation Select the boilerplate (or...
Is Eternal Pro compliant with HIPAA and SOC2?Yes. Eternal Pro is built with HIPAA and SOC 2 compliance in mind and is independently verified by Oneleet. Our security, privacy, and operational controls are continuously assessed against...
Quick Start Guide: Intake EditorThe Intake Editor is where you build and fine-tune the intake wizard your clients complete. You can add your own questions, edit or hide the ones we provide, reorder everything, group questions...
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