Adding Documents to an Existing Packet
Overview
After you create a packet, you may find that you need to add additional documents to it later. This article will walk you through how to add documents to an existing packet.
Steps
- Navigate to the Onboarding tab.
- Select the Packets tab.
- Search for and choose the packet you want to update.
- You can use the Filter Packets... search to quickly find the packet.
- In the packet editor, start typing the name of the document you would like to add using the Add a Document to Packet search and select the document from the picker list.
- Continue adding documents to your packet as needed.
- You can change the order of the documents by holding
and dragging the document to the desired spot on the list.
- Select
to save your changes.
- If you have previously sent the packet to someone, you will receive a notification asking if you would like to send the new documents to the existing candidates:
- No - the existing connections will not receive the documents but everyone assigned the packet going forward will.
- Yes - the existing connections and all new connections will receive the new documents.
- Select Save to confirm your change.
Next Steps
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