Please see the Frequently Asked Questions below. Expand the accordion on the left to see the answers.
How do I install the software?
Once your forms have been processed, a Customer Support Agent will contact you to arrange a time to assist you with the installation of the software.
Installation and set-up normally takes about 30 minutes. It may take longer if there are numerous workstations.
Do I need my own technician to install the software?
A Customer Support Agent will assist you with the installation of the software.
A technician may be needed to set up your network configuration if it hasn’t already been done.
What are your system requirements?
Desktop / Server Process
Browser
- Microsoft Edge
- Internet Explorer 11
- Adobe PDF Viewer Version 11 & DC
Graphic Card & Monitor
- A minimum screen resolution of 1024x768
Memory and Hard Drive Space
Application:
- 500 MB hard disk space
- 512 MB RAM
- 1 GH processor
Server Requirements for Network Installations:
- 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 of 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 of 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 100-300 KB of space.
For more information, see our Technical Requirements.
What operating systems are compatible with your software?
We provide support for all Do Process applications running on Microsoft Windows® 8.1 and 10.
Please note that our support depends on the support provided by Microsoft, as described in this Microsoft communication.
How do I upgrade the program?
We regularly release updates to the program to add enhancements and help ensure that it continues to function properly.
To upgrade the program:
- Log in as the Default user
- Click Live Upgrade
- Follow the prompts
If you have questions or experience issues with the upgrade, contact Customer Service at 416-322-6111 or 1-866-367-7648. Our representatives will be happy to assist you.
What happens after my 30 day trial is over?
You’ll receive a statement outlining the license fees and invoice numbers for any Transaction Records purchased during the trial period.
What methods of payment do you accept?
Firms using Do Process Software products can 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 processed quickly and securely over the internet.
About the Credit Card Payment Method
- Credit cards are set up in the Secure Payment Manager, which securely manages your firm’s credit card information
- You can enter multiple cards into the Secure Payment Manager
- You can assign a credit card to each Do Process application. A different credit card can be assigned to each application
- During the initial installation of the program, a Customer Service Agent will show you where to set up and assign credit cards
What word processing software can I use?
We provide support for Microsoft® Word 2016 and 2019.
What is your fax number?
Our fax number is 416-322-6106 or 1-866-881-4268.
What is your mailing address for cheques?
Cheques should be mailed to:
Do Process Software
c/o T01952C
P.O. Box 1952, Station A
Toronto, Ontario
M5W 1W9