Within Quartz, you can group individual templates together to create a compliance package. For example, if every new contractor requires the same three documents, you can create a package called "Contractor Starter Pack" to streamline the process.
Once all Compliance Templates have been added - Compliance Packages can then be created if you click Create and then Package
You will then see the following screen:
Fill in the relevant fields:
Package Name: Mandatory – enter in the name of the package
Assigned For: Mandatory – select the relevant type of person that the package will be assigned to - Contractor/Client
Template Name: Mandatory – select the relevant compliance template to be included in the package, Continue to add the documents, when finished, click SAVE.