Creating "Document Packages" would add efficiency...
We send different packages (groups of multiple documents) from our library constantly. EACH TIME we send a package, the sender has to manually select from our library, ONE AT A TIME, all of the documents that go into that "package." i.e.; I am sending out documents to a new applicant. I have to select from the library as follows: I-9, W-4, ABC company welcome letter, ABC company Authorization and Consent, ABC Company Applicant questionnaire, & ABC Company Credential Requirements.
Seems silly to have to select all the documents each time. I would like to create a Bundle, Folder, Package, or whatever you want to call it, named "APPLICANT INITIAL DOCUMENTS" and have it automatically send, when selected, all the documents I had assigned to that group, i.e. "I-9, W-4, ABC company welcome letter, ABC company Authorization and Consent, ABC Company Applicant questionnaire, & ABC Company Credential Requirements."
Then I would have a different package for my 2nd round applicants, a different package for my clients, etc.
Bottom line, if we repeatedly send STATIC GROUPS of documents out , and the documents only vary based on who/what the recipient is ( an applicant, a client, a vendor etc) . why should my users have to select each individual document on every send when we KNOW exactly which five documents should be part of that package?
