Reviewing and Revising Your Document

After you've completed your document interview, Quicken WillMaker Plus uses your answers to create a finished document. The Print Preview screen, which appears at the end of each interview, lets you look at the document and make any necessary changes before you print it out.

This part of the Users' Manual explains how to review and revise your document from the Print Preview screen.

Reviewing Your Document

We recommend that you use Print Preview to carefully review your finished document. If you want to change any of your answers, you can do so before you print your document.

Caution: Signing instructions not included in Print Preview. In addition to your document, each interview produces a set of related pages, including instructions on how to sign your document and make it legal. These signing instructions, and any additional pages, print out with the document (if you specify so in the Print dialog box) but they don't appear in Print Preview (Windows only). Also, the format of the printed document (line breaks, page breaks and number of pages) may slightly differ in format from the version you see on screen.

Those "////" Marks on Your Document Are There for a Reason

Those "////" marks -- known as "hash marks" -- on your document are there as both a precaution and a legal necessity. They prevent someone from inserting additional language into blank spaces in the document after you have signed it.

Revising Your Document

As you are reading your document, if you find information that you want to change, return to the document interview and provide new answers. How you do this depends on whether the document uses a checklist. (To find out how to change the appearance of your document -- fonts, page margins and so on -- see Changing How Your Document Looks, below.)

Revising a Document That Uses a Checklist

If the document you want to revise is an estate planning document that uses a checklist, use the checklist to go directly to the part of the document interview containing the information you need to change. (To find out more about checklists, see Using Checklists.)

To return to the appropriate part of your document interview and make changes:

  1. Go to the Checklist screen by clicking Change Answers in Print Preview.
  2. Click the name of the interview part you need to revise.
  3. Click through the screens in that part of the interview to review the information you previously entered, making changes as needed. When you've made it through all the screens, you'll return to the checklist.
  4. If needed, repeat steps 2 and 3 for any other interview parts you need to revise.
  5. Click Preview and Print on the checklist to return to the Print Preview screen.

After you've made your changes, review your document once again in Print Preview before you print it.

Revising a Document That Doesn't Use a Checklist

If the document you want to revise doesn't use a checklist, to make changes, you need to return to the first interview screen for the document and step through the interview screen by screen.

To reopen your document interview and make changes:

  1. From the Print Preview screen, click Change Answers to go to the first interview screen for your document.
  2. Click through the screens in the interview and review the information you entered previously, making changes as needed. When you've made it through all the screens, you'll return to the Print Preview screen.

After you've made your changes, review your document once again in Print Preview before you print it.

Changing How Your Document Looks

Most of the time, you won't need to change the default formatting for your documents. However, if you do need to make formatting changes -- changes to fonts, margins, spacing and so on -- you can do so.

There are three ways to reformat documents with Quicken WillMaker Plus:

  1. The Print Options dialog box lets you change fonts and adjust page margins, line spacing, and footer format. You will find this by selecting File > Print Options.
  2. The Print dialog box lets you add a watermark ("Draft" or "Duplicate") to the document you are printing. (Watermarks are currently unavailable for Mac users.) Find the Print dialog box from the Print Preview screen, after completing your document. Either click the Print button or go to File > Print.

Both of these dialog boxes also let you specify basic printer setup options, including some that affect the look of your document: page orientation (portrait or landscape) and image quality.

When you return to the displayed document, your changes will be reflected.

  1. Windows: You can also use the Export function to export your document to a text file. Once exported, you can make unlimited. However, while it is occasionally necessary, exporting to text is generally not a good idea. Read more about this in Printing and Exporting Your Document.