Sometimes, we are unable to remove a party as a beneficiary, trustee, etc. in Tab B. When you receive an error that the parties cannot be deleted or changed, it is possible to circumvent this error by changing the parties in the Document Production tab instead.

First, open the Document Production tab and then double-click on the document to be amended (the appropriate will, power of attorney, etc.). Then double-click the clause requiring a party to be amended (for example, Appointment of Executor in a will document).  A window will open with a magnifying glass appearing beside the party field(s). You may choose a party or amend the party using the magnifying glass:

The error generally will say "Invalid date range. Enter a value using 'dd/mm/yyyy' as the format."

This error occurs when the factory date and time settings on your pc do not match the format that Willbuilder expects to see.  To correct this on your pc, please close out of Willbuilder and complete the following steps:

1. Right-click on the date/time appearing on the taskbar (at the far right side of your monitor). Choose Adjust date/time. (A pop-up window may appear instead; in this case, choose date and time settings).
2. Click on the option 'Change date and time'. If a settings window opens, choose 'Change calendar settings'.
3. Under date formats, you will need to adjust both the short date and the long date. The short date should read 'M/d/yyyy' and the long date should read 'dddd, dd MMMM, yyyy' as shown below. Then click OK to update the information. When you log back into Willbuilder, the error should no longer appear.

The program receives frequent updates to apply enhancements and ensure it runs smoothly.

To upgrade the program, log in as the Default user, click on Live Upgrade and follow the prompts.

If you have any questions or issues with the upgrade, contact Customer Service at 416-322-6111 or 1-866-367-7648, and our representatives would be happy to assist you.

To move the program and all data from one computer or server to another, please follow the steps below:

1. Determine which computer is the host or server.
2. On the old host or server, locate the program folder (Example: C:\DoProcess\WILLBUILDER)
   
   The folder names for the Do Process Programs are:
   The Conveyancer: TCWIN
   Estate-a-base: EST8BASE
   Fast Company: FASTCO/FCWIN
   WillBuilder: WILLBUILDER
3. Copy the entire program folder from the source host and paste it on the target host. You can do this via your office network, or using an external storage device such as a hard drive, USB key or compact disc.
4. Contact Do Process Customer Service at 1-866-367-7648 or 416-322-6111 to validate the program and set up the new host.

A Customer Support Agent will assist you with the installation of the software.  A technician may be needed to set up your own network configuration, if it has not already been done.

Firms working with Do Process Software products use a Credit Card payment method to cover all charges for Unity, Fast Company, Estate-a-Base and Will Builder.  We accept VISA® and MasterCard®.

All new records are quickly and securely processed over the internet.

About the Credit Card Payment Method

• Credit cards are set up in the Secure Payment Manager, which ensures the secure management of your firm’s credit card information.
• You may enter multiple cards into the Secure Payment Manager.
• Assign a credit card to each Do Process application. To allow greater flexibility, a different credit card may be assigned to each application.
• During initial installation of the program, a Customer Service Agent will show you where to set up and assign credit cards. 

Once your forms have been processed, you will be contacted by a Customer Support Agent who will set up a time to assist you with the installation of the software.  Installation and setup normally take about 30 minutes (more if there are numerous workstations).

Cheques should be mailed to:

Do Process Software
c/o T01952C
P.O. Box 1952, Station A
Toronto, Ontario
M5W 1W9

Our fax number is 416-322-6106 or 1-866-881-4268

Desktop / Server Process

Browser

• Microsoft Edge
• Internet Explorer 11

PDF

• Adobe PDF Viewer Version 11 & DC

Graphics Card & Monitor

• A minimum screen resolution of 1024x768

Memory and Hard Drive Space

• 500 MB hard disk space
• 512 MB RAM
• 1 GH processor

• Microsoft Server Operating System 2008 or 2012
• 2 GB RAM
• 1 GH processor
• 2 GB hard disk space

Internet Connection Speed

• DSL, ADSL, Cable, Satellite or Wireless Broadband with minimum Downstream speed of 2.0 Mbit/s (256 KB/s) and minimum Upstream speed: 0.5 Mbit/s (64 KB/s)
• VLAN/VPN/Remote recommended minimum Downstream speed of 5.0 Mbit/s (640 KB/s) and minimum Upstream speed: 3 Mbit/s (348 KB/s)

A new install requires approximately 500 MB of disk space. Each record created will take up, on average about 100-300KB of space. Click here for more information on our technical requirements.

We will provide support for Microsoft® Word 2016 and 2019.

We will provide support for all DoProcess applications running on Microsoft Windows^® 8.1 and 10.

Every time you enter a Party Name in Will Builder, it is entered into the Parties Database. To edit the Parties Database directly, outside of a Record, click on the Will Builder Parties Database > Edit.

Will Builder also allows you to create a new Record in the Parties Database by importing data from a Party or Principal Record in another Do Process application (The Conveyancer, Fast Company or Estate-a-Base). To take advantage of this import functionality, access the applicable User Setup Record and select Import from among the tabs at the top of the screen