Estate-A-Base FAQS

FAQs

1. What operating systems are compatible with your software?

We will provide support for all Do Process applications running on Microsoft Windows® 7, 8.1 and 10.

Please note that our support depends on the support provided by Microsoft, as described in their January 15, 2016 communication.  For example:

* Microsoft will now stop support for installations of Windows 7 or Windows 8 if they are on new or upgraded computers running the latest chips from Intel, AMD or Qualcomm.

* Microsoft will stop supporting Windows 7 and Windows 8 on Intel's current generation "Skylake" processors, with some exceptions (refer to the communication) 

    2. What word processing software can I use?

    We will provide support for Microsoft® Word 2013 and 2016.  

      3. How do I install the software?

      Once your forms have been processed, you will be contacted by a Customer Support Agent who will set up a time to assist you with the installation of the software.  Installation and set-up normally takes about 30 minutes (more if there are numerous workstations).

      4. Do I need my own technician to install the software?

      A Customer Support Agent will assist you with the installation of the software.  A technician may be needed to set up your own network configuration, if it has not already been done.

      5. What are your system requirements?

      Along with the operating and word processing systems mentioned in questions 1 and 2, the following is recommended: 

      Desktop/Server Process

      Browser

      • Microsoft Edge
      • Internet Explorer 11

      PDF

      • Adobe PDF Viewer Version 11 & DC

      Graphic Card & Monitor 

      • A minimum screen resolution of 1024 x 768

      Memory and Hard Drive Space

      • Application:
        • 500 MB hard disk space
        • 512 MB RAM
        • 1 GH processor
      • Server Requirements for Network Installation:
        • Microsoft Server Operating System 2008 or 2012
        • 2GB RAM
        • 1 GH processor
        • 2 GB hard disk space

      Internet Connection Speed 

      • DSL, ADSL, Cable, Satellite or Wireless Broadband with minimum Downstream speed of 2.0 Mbit/s (256 KB/s) and minimum Upstream speed: 0.5 Mbit/s (64 KB/s)
      • VLAN/VPN/Remote recommended minimum Downstream speed of 5.0 Mbit/s (640 KB/s) and minimum Upstream speed: 3 Mbit/s (348 KB/s)
      A new install requires approximately 500 MB of disk space. Each record created will take up, on average about 100-300KB of space. Click here for more information on our technical requirements.
      6. What is your fax number?

      Our fax number is 416-322-6106 or 1-866-881-4268

      7. What is your mailing address for cheques?

      Cheques should be mailed to:

      Do Process Software
      c/o T01952C
      P.O. Box 1952, Station A
      Toronto, Ontario
      M5W 1W9

      8. What methods of payment do you accept?

      Firms working with Do Process Software products use one of two payment methods to cover all charges for The Conveyancer, convey.ca, Fast Company, Estate-a-Base and Will Builder – credit card (we accept VISA® and MasterCard®) or cheque.

      For both methods, all new records are quickly and securely processed over the internet.

      About the Credit Card Payment Method

      • Credit cards are set up in the Secure Payment Manager, which ensures the secure management of your firm’s credit card information.
      • You may enter multiple cards into the Secure Payment Manager.
      • Assign a credit card to each Do Process application. To allow greater flexibility, a different credit card may be assigned to each application.
      • During initial installation of Will Builder, a Customer Service Agent will show you where to set up and assign credit cards. 

      About the Cheque Payment Method 

      • Receive one monthly consolidated statement for all Do Process applications (a paperless invoice).
      • Make one monthly payment to Do Process.
      • At the beginning of each month, your firm’s billing contact will receive an emailed statement and invoice with all your firm’s charges, payments and adjustments. The invoice and account summary can also be accessed from all applications.

      9. How do I pay for a record?

      A record is charged when it is validated (created and saved). Validation is automatically done through the internet.

      If your firm uses the credit card payment method, charges for each validated record (and charges for other Do Process applications) will appear in your next credit card statement. In the application you can access a receipt for the validated record.

      If your firm uses the cheque payment method, charges for each validated record will appear in your monthly invoice, together with charges for other Do Process applications. In the application, you can access a debit notice for the validated record. After receiving your monthly invoice, send one cheque to Do Process to cover all account activity.

      Contact Us

      Support & Sales:
      1.866.367.7648

      Find an Office
      Billing Address

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