When you add new estate planning documents to a client's Vault and analyze with Ester, the Estate Overview slide in reports won't include those new documents automatically so you stay in control of what's included. You'll need to select the documents and regenerate the summary.
To update the slide to include additional documents after the report was initially created, follow the below steps:
Within the report, navigate to the Estate Overview slide.
Locate the right-hand toolbar.
Select the Source documents dropdown menu
From this list, you can select the documents you want included in the summary. Make sure any net new documents added are selected.
After choosing the documents to include in the slide analysis, select Update Slide underneath
