How to create a doc packet

Owned by AlexandriaD (Unlicensed)
Aug 18, 2016
1 min read

Go to the email tab and click templates-

 

Click on doc packet in the upper right hand corner-

 

Once in the doc packet screen you must label the packet and choose the ownership. A doc must already exist in the system in order to be placed in a packet. 

 

Click Save!

**Note** To edit an existing packet simply click edit next to the packet and add or remove forms.