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Probe | Getting started with Probe Attorneys Trust Template

Published:  22/02/2017

The following topics are covered in this guide:

​Getting Started
  • Step 1: Confirm client information
  • Step 2: Enter Firm ID 
  • Step 3: Click on request license
  • Manual activation 
​​Important aspects of per engagement licensing 
  • Validity period 
  • Roll forward
  • Details of the engagement 
  • Creating copies or backups 
  • Using a licensed file as a firm template
  • Updating a client file 
Please Note: Any change in the operating name and/or the year-end date after file is licensed will then lock the documents in the file.
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