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Wealth Docx® Orientation Part 2
Important Information: Please watch the 10-minute Prerequisite and Part 1 of the Wealth Docx® Online Orientation Training Series live or watch the recorded series here- https://member.wealthcounsel.com/content/course/16701442752960322789#?part=1298019089833571925, before attending this Wealth Docx Orientation Training: Part 2 course.

This series builds on the basic introduction to Wealth Docx Online from Part 1 of this Orientation Training Series. This training will cover and detail the creation of Contacts and Matters, Default Settings, document creation, and answer set options, accessing general and state-specific ancillary documents, customization tools, and various resources to assist users as they navigate the online drafting system.

Sep 24, 2020 12:00 PM in Eastern Time (US and Canada)

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