How to Create a Document Package

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.

1. Navigate to Document Packages section of the application.
2. Click Package on the top bar.
3. Give your document package a name.
4. To add contents to your package, click Add Documents or Upload from Computer.
5. Beside each form there is a Customize link, use this to fill out portions of your form and save them.
6. Click Done. Your package is now saved in the Document Package section and can be added to any client folder.