What’s New?
Documents and Contracts are now supported in Snapshots!
Now, agencies can effortlessly save time during onboarding and ensure consistent Document templates across multiple locations.
How It Works?
– Navigate to Account Snapshots in Agency View.
– Create a new snapshot and choose the source account.
– Save the snapshot.
– Load the snapshot into the desired sub-account
– Select all the Document Templates you want to load into the desired location
Why it Matters?
– This feature streamlines the onboarding process for agencies, allowing them to easily replicate document and contract setup across different accounts. With pre-configured document templates, agencies can ensure a consistent user experience and quickly provide basic templates to their clients.