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March 31, 2016
Question

Creating "Document Packages" would add efficiency...

  • March 31, 2016
  • 0 replies
  • 277 views

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?

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