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High Compliance Environment Help Center

Packages

Packages allows you to create sets of documents that can be used on your projects.

Working with Packages
What is Packages?
Update documents in a package
Composing mails from a package
Find and view a package
Bulk uploading, downloading and deleting attachments to a Package
Creating one or more packages
Linking mail to packages after sending
Saving searches in Packages
Editing packages
Sharing attachments with other organizations
Transmitting a package
Renaming attachments
Closing a package
Exporting one or more packages
Deleting one or more packages
Attaching mail to a package transmittal
Exporting to Excel from the Package Register
Package Reviews
What are Package Reviews for?
Creating a Package review template
Working with Package Reviews
Setting up package reviews
Starting a review
Terminate and Skip Reviews
Package Review progress indicators
Manage Packages
Creating and deleting Package types
Using autonumbering for package types
Managing package administrators and editors
Controlling access to Packages
Customize your package type
Deactivate a Package Type
Marking a package as no longer in use
Allowing attachments to be uploaded to a package type
Manage package distribution lists