Creating a New Packet
Overview
Packets can be used as a way to quickly distribute Document Groups to employees or Assignments. This article contains information on how to create a new packet.
Steps
Creating a New Packet
- Navigate to the Onboarding tab.
- Go to the Packets sub-tab.
- Select Create New Packet.
- On the Create Packet screen, enter in a name for the packet.
- To add a document to the packet, locate the documents you wish to add and select
next to the document name.
- You can also use the Filter Documents... search to quickly locate documents to add.
- Once you are done adding documents, select
to finish building the packet.
- Your new packet will display in the Packet list.
Organize the Contents of a Packet
When you are building a packet, you may want the documents to be listed in a specific order you want the candidate to complete them.
- After selecting a packet from the Packets list, you can change the order of the documents by holding
and dragging the document to the desired spot on the list.
- Select
to save the changes to the new packet.
Viewing Document PDFs
If you want to look at a PDF copy of a document contained in the packet to verify it is the document you want to include, you can do so by selecting [].
Rename Packet
After building a packet, you may find that the name you gave your packet doesn't fit its contents as well as it could. If that is the case, you can rename the packet.
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