Document Packets - Company Documents

-Back on the "Edit Documents Packets" page, we will navigate to the "Company Documents" section 
 
Here you can
 (1) Add Company Document

(2) Option to edit current documents 

Edit Company Documents 

  1. Naming the document

  1. Select all areas with which you would like this document to be included or where to send it.

  1. Adding the PDF file for this packet. 
(PDF will be available after it has been added to your assets)

  1. Launch PDF Editor - Opening this will allow you to place signature blocks, initial blocks, and a variety of other items typically included in contract PDFs


Complete Your Changes: Save and Publish


Once you've made your desired adjustments, click "Save" (bottom right) to finalize them. To make these changes live and accessible in the SolutionView app, you'll then need to publish them. Find out how in the "Related Articles" below.


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