1. Select the TEMPLATES Menu at the top of the screen.
2. On the Left side of the screen select Document Packages.
3. At the Top Right side of the screen click on the “+” icon.
4. Click on the Filtered by dropdown and select the category of documents that you would like to choose from.
5. Each document that you select will flow to the right side of the screen. You can toggle between Application, Processing, and Underwriting until you have selected all of the documents needed.
6. Once you have selected all of the documents. Name the Packet in the Template Name field and click save.
