Welcome to the Connectworks Knowledgebase

    Sorry, we didn't find any relevant articles for you.

    Send us your queries using the form below and we will get back to you with a solution.

    Building a Document Pack

    Overview

    Document packs allow you to send a collection (or ‘pack’) of documents to your clients to sign. 


    Contents

    1. Creating a document pack

    2. Accessing a document pack

     

    Creating a document pack

    To create a document pack within Connectworks, navigate to the document packs section of the product: Work tab>Document Packs V2 >I would like to > Create a document pack


    Create the pack

    Select I would like to… Create a document pack

    1. Give the document pack a title
    2. Enter in a due date (optional)
    3. Click on Create
    4. After the window has refreshed, click on Save & Next


    Add the Clients

    Clients are:

    • Entities the documents relate to
    • Signatories
    • People you want to be able to access the pack (not necessarily signatories)

    To add clients, select '+ Add a client' and search for the person or entity > then click on Save & Next.

    Note: If the client is not on a subscription plan that includes signing, you will be prompted to upgrade the plan.


    Adding documents

    There are two ways to upload documents to the pack; click on Add documents and then drag and drop the documents into the pack or select browse




    1. Add any tags (optional)
    2. Client - Select the entity to which the documents relate to from the dropdown, the document will be stored within the document depository of that entity.
    3. Set role
    4. Set task
      • To be signed
      • To be read
      • To be read and retained
    5. Select Upload
    6. Click on Save & Next.



    If a document fails to process

    If an individual document does not process correctly or stalls while uploading, you will need to delete the document and re-upload.


    Add Recipients

    1. Select the recipients required to sign under each entity - in the below example we can see Barbara Jones is signing as a trustee for the Jones Family Trust and as a Director for Jones Trading Limited.

    2. Click on Save & Next.



    If no recipient is showing under a particular role, you will need to exit the document pack and return to the entity and assign the correct roles.

    Please see Adding Associated Parties to Entity Profiles (how to create a contact) for information on how to complete this. 


    Send Document Pack

    Once all the recipients are added, the document pack needs to be sent to distribute it for signing.
    To send the pack, select Send Document Pack



    Note if a recipient already has a Connectworks account their email address will pre-populate from their profile. If the recipient does not have an account, you will be required to enter an email address for them before you are able to send the pack. 

    Unique emails will be sent each time the pack is published to all recipients with outstanding documents requiring signatures.

     

    Accessing a document pack

    To access document packs through the firm:

    1. Navigate to the Work tab and select Document packs
    2. Enter the name of the document pack you wish to access in the refine results search bar located on the left-hand side of the page
    3. Click on the title of the document pack to open the pack workspace.


    Viewing who has signed a document pack

    On the left side of the slide-out window you will see a list of documents that make up the document pack. Upon clicking on each document, an overview will be displayed - this includes the signing status for each signatory. 



    To access document packs as a client (signatory):

    Once the document pack is published, the signatories will be sent an email with a link which will direct them to the document pack. Alternatively, it is also accessible from the client's personal dashboard. The documents will be located under Needs signing or approval.


    Sending Reminders

    Reminders are able to be sent to recipients with incomplete signing tasks - this will generate the same email that was originally sent when the document pack was published. 

    Simply click on the Remind All button within the document pack. 



    Retracting / Resending document packs

    Connectworks makes it easy to retract a document pack should the need arise. Retracting the pack will cancel all active signing tasks and means that the recipients can no longer access it. After retracting a pack, you can make modifications and then republish if desired. 

    To retract a document pack:

    1. Navigate to the Work tab and select Document packs
    2. Enter the name of the document pack you wish to access in the refine results search bar located on the left-hand side of the page
    3. Click on the title of the document pack to open the pack workspace
    4. Click on Retract pack in the top right corner.
    5. Confirm that you would like to retract the pack by clicking on OK.





    Was this article helpful?