Issuing Packages in Stages

Do you need to hold off on sending a few packages? Maybe you need to give certain trades more time to put together a quote, or perhaps not all packages are finalised yet.

It’s easy to issue packages in stages. When entering the Document Matrix, deselect the trades you wish to delay sending out, as you would normally, and do the send-out in the invitation step.

Ready to send out the rest of your packages

From the Documents page, open the [Document Matrix] and select [Edit Packages].

To create packages for the remaining trades, from the [Menu] select [Refresh Trades]. You will be prompted to 'Create Packages', all remaining trades will automatically be selected, so make any necessary adjustments before clicking [Create Packages].

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