How to Create a Package

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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. 

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  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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