Document Packages are here to help save you time. They're a combination of commonly-used documents, forms, and clauses, and can be customized and copied time and time again. Think of them as transaction kits: templates containing the same forms that you most commonly use in a deal, forever at-the-ready to use at a moment's notice. 

Understanding the Package Library

Your Remine Docs account comes pre-loaded with several Document Packages, each containing a combination of forms that are commonly used together depending on the type of transaction. These packages are here to serve as a starting point: unless otherwise instructed by your broker or admin, we strongly recommend customizing your Document Packages to your own specific preferences.

To view the Package Library, click Package Library in the left navigation pane.

Document packages that your brokerage created cannot be edited, but you can create as many of your own document packages that can be completely customized for your own needs.

Creating a Package

1. From the Dashboard Navigation Pane, click Package Library.
   
   

 The New Package window opens.

2. Enter a name for your package in the Document Package Name field.
   
   
3. Click Add Content.
   
   
4. Scroll for or search for the documents you want to add. Place a check next to the form name. The forms appear in the My Selections section.
   
   
5. Click Next then click Done.
   
   

If you'd like to remove any one of these documents from the package, click the 'x'.

To add another document to the package, click Add Documents.

To order these documents in the order that you'd want to present them to your client or cooperating party simply drag and drop the documents until they're in the order you want. Note that you can always re-order these documents once you’ve created a file for your client.

Customizing Forms in a Package

Not only can you use document Packages so that you don't have to repeatedly gather specific forms for every new client - you can also customize the forms themselves to help save you even more time!

EXAMPLE:

 Using the Purchase and Sale Agreement click Customize next to that form and start filling in the fields that typically contain the same info for most transactions. Some examples of this include:

• Adding the law firm that you/your brokerage typically uses for the closing attorney
• Checking boxes indicating that possession transfers to the buyer at closing
• The clauses that you typically add to a purchase agreement

If you typically use the same collection for clauses, fill it in here so that they're already part of the purchase agreement when you are generating an offer. Just click Add Clause and select any individual clauses, as outlined in this article. Note that now (or later) you can click on any clause and use the 'icon set' to edit (1), waive/amend/fulfil (2), save after editing (3), delete (4) or rearrange the clauses by moving them up or down (5):

1. Click +Package at the top of the page Navigate to the Packages section in the app.
   
   
2. Give your document package a name.
   
   
3. To add contents to your package, click Add Documents or Upload from your computer
   
   
4. Beside each form there is a Customize link: use this to fill out portions of your form and save them so that they’re already populated when you use the Package for a transaction.
   
   
5. Click Done. Your package is now saved in the Document Package section and can be added to any Transaction folder.

Editing a Document Package

1. Click Packages in the left side menu.
2. Click on the existing Package you wish to edit. The contents of your Document Package display.
3. From here, you can:

• Edit the name of your document package. 
• Remove documents by clicking the ‘x’ next to each 
• Add documents from the form library 
• Upload your own documents from your desktop 
  

4. Once complete, click Save.

Customizing Document Packages

You can edit the information on each form by clicking Customize. This will make sure that the info you’ve added is pre-populated when you use this Package later for a client or transaction.

After clicking Customize you will be able to edit the form. Fill in any information that you want to appear each time you use this Package.

Once complete, click Save in the top right corner.

The Package contents page appears, and you can repeat these steps for each form you would like to customize.

Once complete click Save.

Anything you enter into these fields can always be edited once you're filling out these forms for an actual transaction.

To summarize, if you've got some real muscle-memory built up from entering the same information to the same fields over and over and over, chances are that adding it to the forms in your customized Document Package will save you a lot of time.