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How do I make changes to the personal information in my documents?

How can I make changes to my documents?

Updated over 2 years ago

Click on "My Profile" on the main menu to change information relative to yourself. Click on "Family & Contacts" to add or edit records about other people.

Once this is complete, you will need to recreate the document(s) the changes will affect. Click on SmartGuide Interviews in the main menu, select the document and click Edit. Proceed through the SmartGuide Interview, updating your choices as you desire, and click "Finish." Your document will be reassembled and placed into your My Files. Download and print the document and follow the execution instructions in order to make it valid. Scan and upload final signed copies into your My Files.

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