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Create a New Document Package

Document Packages let you bundle and send files instantly, simplifying communication with tenants and buyers.

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Written by Sara Fandel
Updated this week

How to Create a New Document Package:

  1. 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, and click "Next".

4. Choose the appropriate package type and click the "Next" button.

5. Select your property by typing its name in the provided field. Click the "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 "Next" button.

7. Upload any documents you wish to include in the package.

8. Finally, click the blue "Create Package" button at the bottom right to complete the process.

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