How to Upload a Signed Will into Koha

Follow these steps to upload the signed/finalized Will into the Koha system.

Step 1: Open the Client’s Profile

Go to the relevant client’s Will record.

Step 2: Select the Will

Under Last Generated Documents, click on the relevant Will that you want to upload the signed copy to and click “Edit”.

Step 3: Click “Let’s Begin”

Click “Let’s Begin” to enter the Will editing section.

Step 4: Find “Upload Finalized Will”

Scroll down the page until you find the “Upload Finalized Will” section.

Step 5: Upload the Signed Will

Upload the client’s signed/finalized Will in the designated section.

✅ Done! The signed Will has been uploaded into the Koha system.

What should I do after the client signs the Will?

Answer:
After the Will has been signed:

1. Scan the signed Will.

2. Go to the client's profile.

3. Locate the latest generated document.

4. Click Edit.

5. Scroll down to Document Submission.

6. Select Upload Finalised Will.

7. Upload the scanned signed copy.

The uploaded copy is kept for record purposes. The legally valid Will remains the physical original document.

The physical original should either:

• Be handed to the client; or

• Be placed under lifetime custody with the relevant trustee/custody service, if the client has selected that service.

Is the uploaded scanned Will the legally valid original?

Answer:
No. The scanned copy uploaded into Koha is primarily for record purposes.

The physical original signed Will remains the important original document.

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