Document packages are designed to save you time, by having your commonly used forms ready for quick offer generation. A document package is a collection of commonly used documents that can be selected to save time when creating multiple documents at the same time.
- Navigate to Document Packages section of the application
- Click Package on the top bar
- Give your document package a name
- To add contents to your package, click Add Documents or Upload from Computer
- Beside each form there is a Customize link, use this to fill out portions of your form and save them.
- Click Done. Your package is now saved in the Document Package section and can be added to any client folder.