How to print wallet cards in house
If there is no time to wait for the card to be queued because the client needs it immediately. You have the ability to print the wallet card in house (You'll need the avery labels 5361).:
click the LegalVault Menu option on the left side
click the "clients" submenu option
click the administration icon -
select the icon that says "print wallet card"
download the document and run it through the printer with the avery labels.
laminate the card
supply it to the client
In addition you can also print out a letter alerting the client that this is the emergency access card and should be kept safely in their wallet:
select the icon "print letter to include with wallet card" in the administration section of the client's user account.
download the document and print it. Feel free to add anything to the letter before printing