You can create file packets in Docrio and make them available for agents generating documents on a matter. A packet is a set of document templates that have been merged into one collection. A document template cannot be accessed and utilized without being part of a packet.

Once created, you can edit these packets as needed.

How to Create a Packet in Docrio

1. Navigate to App Launcher > Docrio Packet Builder. 
2. Select New Packet. 
3. Complete the following fields:
   • Packet Name: Used by internal organization for selection.
   • Packet Code: Optional code for quick reference
   • Starting Object: Must match the starting object of templates going inside  a packet.
     
4. Save. 
5. Select Add Template(s).
6. Choose the template. 
7. Select Add Template(s). 
8. Save. 

How to Edit a Document Packet

You can add, remove, and re-order templates within a packet; you cannot change the starting object of a packet.

1. Navigate to App Launcher > Packet Builder.
2. Select Edit Packet.
3. Choose a packet and select Edit Packet.
4. You can update the following fields:
   • Packet Name
   • Packet Code
5. Select Add Template(s) to add another template. This must be a word document.
6. Re-order the templates in that display in the right panel if necessary.
7. Save.