The FundingPro™ and SettlementPro™ Systems

Trust Funding & Trust Settlement Software for Estate Planners

 

Tech Support Videos
Software Installation and Networking
Misc. Support Videos

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    Software Installation and Networking

The following brief videos demonstrate how to install and configure the HotDocs® and the FundingPro™software on a local C drive or on a network drive.  The videos are listed in numerical order for step-by-step installation instruction. 

Note: We recommend that network installations be accomplished by a qualified network administrator.  If after viewing the videos you need additional help, please contact our tech support team at (800) 300-0431.

       Streaming Videos

1
 

Installing HotDocs®
 

WATCH VIDEO   (05:13)
 

2
 

Installing the HotDocs® Service Releases/Packs
 

WATCH VIDEO   (01:08)
 

3
 

Configuring HotDocs®
 

WATCH VIDEO   (04:48)
 

4
 

Installing the ProSuite™ Software
 

WATCH VIDEO   (08:02)
 

5
 

Converting an existing C drive install to a network drive
 

WATCH VIDEO   (04:44)
 

6
 

Connecting workstations to a network installation
 

WATCH VIDEO   (04:24)
 

7
 

Sharing client answer files on a network
 

WATCH VIDEO   (04:07)
 

8
 

Changing the HotDocs® Navigation Setting in HotDocs® 2006 or higher
 

WATCH VIDEO   (01:35)
 

9
 

Subscribe to the ProSuite™ Mailing Lists
 

WATCH VIDEO   (01:54)
 

   

 

    Misc. Support Videos

       Streaming Videos

Changing the HotDocs® Navigation Setting in HotDocs® 2006 or higher
 

WATCH VIDEO   (01:35)
 

Changing the HotDocs® File Management Setting
 

WATCH VIDEO   (01:08)
 

 Installing the HotDocs® Service Releases/Packs
 

WATCH VIDEO   (01:49)
 

 
 

FundingPro™ and SettlementPro™ are registered trademarks of Advanced Planning Solutions, LLC.  All other trademarks and company names are trademarks and tradenames of their respective companies and are the sole property of their respective companies or owners.

Advanced Planning Solutions, LLC
398 West Bagley Road, Suite 14 
●  Berea, Ohio 44017
Sales & Support (800) 300-0431  ●  Fax (866) 638-4022
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