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Probate System V

Automated Forms

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Friday, December 01, 2006

Mandatory Update - December 1, 2006

Please find instructions for the latest UPDATE.  The following are MANDATORY UPDATES.

NEBAR - Automated Forms - RIGHT CLICK TO SAVE
NEBAR - Common - RIGHT CLICK TO SAVE
NEBAR - Probate System - RIGHT CLICK TO SAVE

NOTE: We are very pleased with the number of you who are remembering to update your Probate Systems.  Just remember, after applying the update file, the update process involves (1) downloading the updates, (2) running then, and (3) Going into the ADMINISTRATION -> UPDATE UTILITY and choosing “1. Update Application”.

STABILITY AND SUPPORT ISSUES
We have had several reports of lost data.  Most often, these reports occurred when a new file was opened and the user, unintentionally would open two Main Lists (one blank, one with data) and the blank version would overwrite the one with data. This is fixed in the current build. For this reason, this is a MANDATORY update. 

SHARED METER
We have had support calls from users who had SHARED units, and then found that the shared meter had gone to zero.  We have altered the code that is designed to prevent tampering with the meter which may resolve most instances.  We have also added a password protected utility that we can use to “quickly” restore to the shared meter any units that were inadvertently lost.

ERRORS IN NAMING FILE AND DECEDENT
We have had support calls from users who misnamed a File and the name of the Decedent.  It is VERY important that you take the confirming message boxes seriously.  We now have a procedure where we can remote-in and Rename the File (and related files) to make the correction in a few minutes.

ESTATE PLANNING WORKSHEET
Modifications have been made to the worksheet.  The “labels” for a number of items reflected the line numbers of the original estate planning worksheet.  These labels have now been corrected.  There is an open issue on the handling of the Marital Deduction which is currently being reviewed.

PROBATE SYSTEM MANUAL:
The Manual for Probate System V is included in the new build.  It is accessible from the HELP menu on the Probate Application.

Tuesday, October 31, 2006

Manuals, Order Form and Brochure

We have been busy finalizing a comprehensive manual for Probate System V.  At 142 pages, the manual is a good read . It takes you through configuration, workstation installation, customization, and each of the main lists (the Master Information List, the Documents List, the Assets List, and the Interested Parties List).

Download NEBAR Probate System V Manual

PLACING ORDERS BY MAIL
For those who wish to place orders, we recommend purchasing through our store.  However, if you preference to printout a form and mail it with a check, click on the following link.

Download Order Form

PROBATE SYSTEM V BROCHURE
For those who want a handout that describes the product to show to your colleagues, click on the link below.

Download Handout

Monday, September 25, 2006

PSV Manual - First Chapters

The first chapters of the forthcoming Probate System Manual are ready.  We are planning on having a full release by the time of the annual meeting of the Nebraska State Bar Association.  In fact, we will be teaching a 3 hour session on the system, and answering all your questions.  We hope to see you there.

Chapter 1. PSV Basics
Chapter 2. Unit Manager

Wednesday, May 03, 2006

Workstation Installation Guide

We have now put together a Workstation Installation Guide.  As you know, Basha Systems will install the templates on the network and configure an intial probate administrator workstation.  We have prepared an installation guide that covers how to set up additional computers so that they can access the templates. 

Under the NEBAR AUTOMATED FORMS license you can put GhostFill End User on as many workstations as you like, at no additional charge.  Your charges only occur when you open a new file.

Please download the following manual to a place on your desktop or network and follow the instructions therein:

Workstation Installation Guide - CLICK TO DOWNLOAD

If a message box appears, enter the standard Login and Password for Nebraska Downloads supplied in the notification email.