Name Your Packet
Fill in the appropriate name for the Packet you are going to create and click Save Packet.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15201/direct/1699548550823-image.png)
Packet Name
Once the Packet Name is created, the Save Packet button will turn green and you'll see the name of your Packet appear at the top of the screen.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15201/3624163/1699548576690-image20231109-63-b5v88g.png)
Add Documents
Click Add Documents to add documents to your packet.
*You'll only be able to add already existing documents.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15201/3624151/1699548576690-image20231109-54-6kbadu.png)
Click Select to add a document to your packet.
Click View to view the document and ensure it is what you're looking for.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15201/3624191/1699549010765-image20231109-83-1r8la71.png)
Upon viewing, if all looks good, click Cancel to exit the view screen.
Click Edit Template if it is deemed appropriate to edit the specific existing document, rather than creating a new one.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15201/3624269/1699549065701-image20231109-65-3d8axw.png)
Edit Document Template
Clicking Edit Template will bring you to the Documents screen, to edit the document.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15201/direct/1723729596401/image.png)
View Documents in Packet
Once the document has been added to your packet, it will be listed below.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15201/direct/1699550427918-image.png)
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15201/3624258/1699550582709-image20231109-61-a0ept6.png)