The features outlined here are currently available to MLS' that are partnered with our Docs+ platform.
Document Packages are designed to save you time, by having your commonly used forms ready for quick offer generation. A Package is a collection of commonly used documents that can be selected to save time when creating multiple documents at the same time.
- Select Package Library from the left side menu and select My Packages
- Click +Package at the top of the page to create a new package
- Give your document package a name
- To add contents to your package, click Add Content
- Beside each form there is a Customize link: use this to fill out portions of your form and save them so that they’re already populated when you use the Package for a transaction.
- Click Done. Your package is now saved in the Document Package section and can be added to any Transaction folder.
Article is closed for comments.