Probate Finder OnDemand™

Resources

Learning made easy

Probate Finder OnDemand™ includes a library of educational videos that makes it easy to understand and use the application. The sample videos below will give you an idea of how simple and intuitive Probate Finder OnDemand is to use.

Basic Navigation

Learn how to navigate Probate Finder OnDemand's user interface. The video highlights features such as the Home Tab, Quick Start Panel, claims workflows and the accounts panel. After watching, users should have a basic understanding of how to navigate Probate Finder OnDemand.

Duration - 3:29

Upload Files

Learn how to securely upload accounts into Probate Finder OnDemand. This video explores file format guidelines, the upload file process, minimum data requirements and what to expect during the upload process. After watching, users should understand how to upload a file of accounts.

Duration - 2:40

The Matched Workflow

Learn about Probate Finder OnDemand's Matched workflow. Learn how to view estate information, recall accounts and approve matched accounts for claim preparation. After watching, users should understand how to approve estate matches.

Duration - 2:46

The Filed Workflow

Learn about one of the most important aspects of Probate Finder OnDemand, the Filed workflow. The Filed workflow contains all accounts with claims that have been prepared and mailed. After watching, users should understand how to process accounts in the Filed workflow.