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.
How to Create a Packet in Docrio
- Navigate to App Launcher > Docrio Packet Builder.
- Select New Packet.
- 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.
- Save.
- Select Add Template(s).
- Choose the template.
- Select Add Template(s).
- Save.