How to Create a Package

Follow

The features outlined here are currently available to FMLS, AKMLS, NVAR and PWAR members only.

 

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. 

2019-12-20_10-35-48.png2019-12-20_10-39-08.png

  1. Click +Package at the top of the page Navigate to the Packages section in the app 
  2. Give your document package a name 
  3. To add contents to your package, click Add Documents or Upload (from your desktop) 
  4. 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. 
  5. Click Done. Your package is now saved in the Document Package section and can be added to any Transaction folder. 

 

0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.