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Document Packs: Difference between revisions
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Created page with "== '''Intro''' == A document pack is a collection of forms, contracts, assessments and even external resources, that one must complete. A '''document pack is a re-useable abstract component''' that can be assigned to one or multiple contacts/users. You can automate the assignment of document packs or you can use our pre-built distribution mechanism. == '''Creating a Document Pack''' == Navigate to the 3B Onboarding application in the app launcher and then find the “D..."
(Created page with "== '''Intro''' == A document pack is a collection of forms, contracts, assessments and even external resources, that one must complete. A '''document pack is a re-useable abstract component''' that can be assigned to one or multiple contacts/users. You can automate the assignment of document packs or you can use our pre-built distribution mechanism. == '''Creating a Document Pack''' == Navigate to the 3B Onboarding application in the app launcher and then find the “D...") |
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