How to edit a Document Package

To Edit a Document Package:

1. Navigate to the “Doc. Packages” section of the application
2. Click on an existing Document Package
3. The contents of your Doc. Package will be displayed.
4. On this screen, you can edit the name of your document package
5. Remove a document by clicking on the [X] on the right side
6. Click “Add Documents” to insert a form from the library
7. Click “Upload from Computer” to add a PDF to your Doc. Package
8. Once complete, click “save”.

 Customizing the contents of your document package:

You can edit the information on each form by clicking “Customize”

1. Once in edit mode, add any information/ fill out fields, that you want to appear each time you use this Doc Package
2. Once complete, click “save” in the top right corner
3. You will be taken back to the contents page, repeat these steps for each form you would like to  customize
4. Once complete click “Save”