Creating a Document Package

Packages allow you to bundle together multiple documents – whether they be individual documents, PDFs or even other packages.

Create a new Precedent

A new Precedent is a blank document which you can either immediately using. You also have the option to add additional content into your Precedent. We do this with Packages.

To create a Package, add an existing document (or even another package!) or upload a pdf

Give the package a title

Use the Package in an Entity

You can put the Precedent Package you created to work within an entity. Open an entity you'd like to use with the package and click Documents:

Press the [+] button on the top right to create a new Document. Now, you can add an individual Precedent Document or Package:

Choose the correct Precedent Package

Export the Package

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