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 the “Document Package” section of the application
- Click “create a document package”
- 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.