How to edit a Document Package

To Edit a Document Package:

• Navigate to the Document Packages section of the application.
• Click on an existing Document Package.
• The contents of your Doc. Package will be displayed.
• On this screen, you can edit the name of your document package.
• You can also remove a document by clicking on the [X] on the right side.
• Click Add Documents to insert a form from the library.
• Click Upload from Computer to add a PDF to your Doc. Package.
• Once complete, click Save.

 Customizing the contents of your document package:

You can edit the information on each form by clicking Customize

• Once in edit mode, fill in any information that you want to appear each time you use this Doc Package.
• Once complete, click Save in the top right corner.
• You will be taken back to the contents page, repeat these steps for each form you would like to customize.
• Once complete click Save.