How to Create a Package


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. 



  1. Select Package Library from the left side menu and select My Packages
  2. Click +Package at the top of the page to create a new package
  3. Give your document package a name 
  4. To add contents to your package, click Add Content
  5. 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. 
  6. Click Done. Your package is now saved in the Document Package section and can be added to any Transaction folder. 


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