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 Contracts setup across different accounts. With pre-configured document templates, agencies can ensure a consistent user experience and quickly provide basic templates to their clients.