The Witness option in Cowles Trust Plus allows you to set your default witnesses for the documents that you will generate eliminating redundant entry of witness information. These witnesses will be brought into the Enter Merge Information area for each session where they may be changed if necessary for that specific session.

Default witnesses may be entered on the System/Preferences screen on the Office tab. Click the Witnesses button and the following window will be displayed:

To add a witness, click the Add button and enter the name of the witness. When entering address information, the following prompt will be displayed: "Do you want to use the office address for this witness?" If "Yes" is selected, the office address will automatically be filled in for this witness. Continue entering email and telephone information.

The Default Signing Status choices allow you to designate the order in which the witness lines will be generated in your documents. You may enter as many witnesses as be needed and then designate the three that will be used most often.

The default witnesses will automatically be brought into the Generation/Enter Merge Information screen. Click the Witnesses button to open this witness:

The Move Up and Move Down buttons allow the order of the witnesses (as they will print in the documents) to be changed. Clicking on the down arrow next to the last name will bring up a list of all default witnesses entered in System/Preferences/Office. If you would like to use a different witness for this session, select the correct witness from this list. Use the Clear button if you would like to clear witness information and enter a new witness that is not on the list.

Call us today at (800) 366-1730, or email us at west.appsupport@thomson.com if you have any questions or would like more information on the Cowles system.

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