How to edit a Document Package

To Edit a Document Package:

1. Navigate to the Document 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.