How do I update Sent Package information?

This article will teach you about editing already sent package links

Just like sent checklists, you can also review previous sent packages and make adjustments as needed.  This could be a change in expiration date, password, or turning off a package sent incorrectly.

In your checklist page, click on the box icon in the vertical list of icons.  This will show you all previous package links sent from this deal.  You can also access every package ever sent via the Sent Package tab at the top of your page.

Once you have found the link, you can click the “Actions” button to see the menu.  “View” will allow you to review what was sent, and to copy the password to view the external facing page as well.  Simply click “client view” to open a new browser tab with the link.  “Edit” will allow you to change the password, expiration date, and comments, as well as resend the email.  At this time, documents within a package cannot be edited, but you can disable the link and resend if you need to make a change.

To resend the package, go into the edit menu, make any necessary adjustments, and then hit the “Update and Send” option.  This will resend it to all designated recipients.