What’s new?
Connectly now supports Documents and Contracts in Snapshots!
This makes it easier for agencies to save valuable time during the onboarding process and ensure consistent Document templates across multiple locations.
How It Works:
Follow these steps:
- 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 new feature effectively streamlines the onboarding process for agencies. It enables them to easily duplicate Document and Contract setups across various accounts. With the use of pre-configured document templates, agencies can guarantee a consistent user experience and provide basic templates to their clients promptly.