How to Create a New Document Package
Navigate to Management and click on ‘Documents’ under Data Management.
2. Click on the black ‘New Package’ button on the right side of the page, located under Share Documents Package.
3. Write the name of your package and select its purpose.
4. Click the orange ‘Next’ button at the bottom right.
5. Choose the appropriate package type then click the orange ‘Next’ button again.
6. Select your property by typing its name in the provided field then click the orange ‘Next’ button.
7. Choose the relevant information you wish to share about the property. You can select none if no information applies, or select all if applicable. Then click the orange ‘Next’ button.
8. Upload any documents you wish to include in the package.
9. Finally, click the orange ‘Create Package’ button at the bottom right to complete the process.