---
title: Document Pack Webinar
description: An overview of our Document Pack functionality
---

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1. [Help Center](https://support.connectworks.com/?hsLang=en)
2. [Document Management & Client Engagement](https://support.connectworks.com/document-management-client-engagement?hsLang=en)
3. [DOCUMENT PACKS](https://support.connectworks.com/document-management-client-engagement?hsLang=en#document-packs)

# Document Pack Webinar

## An overview of our Document Pack functionality

An overview of our Document Pack function, enabling easy and accurate compiling of the signing of multiple documents at year-end or other times.

<iframe src="https://player.vimeo.com/video/656291365?h=61a371e06d&amp;app_id=122963" width="426" height="240" frameborder="0" allow="autoplay; fullscreen; picture-in-picture" allowfullscreen title="Document Packs in Connectworks.mp4" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

- 00:00 Creating the Document Pack
  
    - 0:42 Details
    - 2:07 Clients
    - 2:49 Documents
    - 6:32 Recipients ([Not Found with Companies)](https://support.connectworks.com/6761118-not-found-with-companies?hsLang=en)
    - 8:12 Send

- 10:05 Client Signing with an existing account
- 13:09 Client Signing and creating a new account
- 15:16 Sending Reminders

- [Getting started](https://support.connectworks.com/getting-started?hsLang=en#main-content)

    - [GETTING STARTED FOR PROFESSIONAL FIRMS](https://support.connectworks.com/getting-started?hsLang=en#getting-started-for-professional-firms)
    - [LOADING CLIENT PROFILES](https://support.connectworks.com/getting-started?hsLang=en#loading-client-profiles)
    - [SUBSCRIPTIONS & PRICING](https://support.connectworks.com/getting-started?hsLang=en#subscriptions-pricing)
- [Firm administration](https://support.connectworks.com/firm-administration?hsLang=en#main-content)

    - [STAFF MANAGEMENT](https://support.connectworks.com/firm-administration?hsLang=en#staff-management)
    - [GENERAL ADMINISTRATION](https://support.connectworks.com/firm-administration?hsLang=en#general-administration)
    - [DOCUMENT MANAGEMENT ADD-ON](https://support.connectworks.com/firm-administration?hsLang=en#document-management-add-on)
    - [PRACTICE MANAGER ADD-ONS](https://support.connectworks.com/firm-administration?hsLang=en#practice-manager-add-ons)
    - [NZ COMPANIES OFFICE INTEGRATION](https://support.connectworks.com/firm-administration?hsLang=en#nz-companies-office-integration)
    - [SECURITY](https://support.connectworks.com/firm-administration?hsLang=en#security)
- [AML Compliance](https://support.connectworks.com/aml-compliance?hsLang=en#main-content)

    - [AML WORKFLOW](https://support.connectworks.com/aml-compliance?hsLang=en#aml-workflow)
    - [CLIENT DUE DILIGENCE](https://support.connectworks.com/aml-compliance?hsLang=en#client-due-diligence)
    - [ELECTRONIC VERIFICATION](https://support.connectworks.com/aml-compliance?hsLang=en#electronic-verification)
    - [AML RESOURCES](https://support.connectworks.com/aml-compliance?hsLang=en#aml-resources)
- [Company Management (Getting Started and Annual Returns)](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#main-content)

    - [GETTING STARTED WITH COMPANIES](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#getting-started-with-companies)
    - [MANAGING COMPANY ROLES & ASSOCIATIONS](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#managing-company-roles-associations)
    - [COMPANY MANAGEMENT (OTHER)](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#company-management-other)
    - [THE ANNUAL RETURN WORKFLOW](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#the-annual-return-workflow)
    - [ANNUAL RETURNS (OTHER)](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#annual-returns-other)
- [Company Management (Share Management)](https://support.connectworks.com/company-management-share-management?hsLang=en#main-content)

    - [SHARE REGISTER](https://support.connectworks.com/company-management-share-management?hsLang=en#share-register)
- [Trust Management](https://support.connectworks.com/trust-management?hsLang=en#main-content)

    - [GETTING STARTED WITH TRUSTS](https://support.connectworks.com/trust-management?hsLang=en#getting-started-with-trusts)
    - [ASSOCIATED PARTIES (TRUSTS)](https://support.connectworks.com/trust-management?hsLang=en#associated-parties-trusts)
    - [ASSETS & LIABILITIES](https://support.connectworks.com/trust-management?hsLang=en#assets-liabilities)
- [Entity Types](https://support.connectworks.com/entity-types?hsLang=en#main-content)

    - [INDIVIDUALS](https://support.connectworks.com/entity-types?hsLang=en#individuals)
    - [ESTATES](https://support.connectworks.com/entity-types?hsLang=en#estates)
    - [PARTNERSHIPS](https://support.connectworks.com/entity-types?hsLang=en#partnerships)
    - [LPs](https://support.connectworks.com/entity-types?hsLang=en#lps)
- [Document Management & Client Engagement](https://support.connectworks.com/document-management-client-engagement?hsLang=en#main-content)

    - [CLIENT ENGAGEMENT](https://support.connectworks.com/document-management-client-engagement?hsLang=en#client-engagement)
    - [DOCUMENT GENERATION FROM PRECEDENTS](https://support.connectworks.com/document-management-client-engagement?hsLang=en#document-generation-from-precedents)
    - [DOCUMENT MANAGEMENT](https://support.connectworks.com/document-management-client-engagement?hsLang=en#document-management)
    - [DOCUMENT SHARING & SIGNING](https://support.connectworks.com/document-management-client-engagement?hsLang=en#document-sharing-signing)
    - [DOCUMENT PACKS](https://support.connectworks.com/document-management-client-engagement?hsLang=en#document-packs)
- [Non-professional user guide](https://support.connectworks.com/non-professional-user-guide?hsLang=en#main-content)

    - [GETTING STARTED FOR NON-PROFESSIONAL USERS](https://support.connectworks.com/non-professional-user-guide?hsLang=en#getting-started-for-non-professional-users)
    - [DOCUMENT MANAGEMENT FOR NON-PROFESSIONAL USERS](https://support.connectworks.com/non-professional-user-guide?hsLang=en#document-management-for-non-professional-users)

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