Overview
This article walks you through adding people to each package in a Multi-Package workflow. You’ll learn how to select contacts from your connected CRM, assign them to specific roles, and manage assignments for multiple packages. By the end, you’ll be ready to move on to the review step before sending your packages for e-signature.
Prerequisites
A connected CRM account (e.g., Redtail, Salesforce) with your contacts loaded.
An existing multi-package setup with forms added to each package.
Step-by-Step Instructions
1. Select the Package to Edit
In the Add People step, locate the Package drop-down menu in the upper left.
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Click the drop-down and select the package you want to work on.
If needed, click Edit to adjust the package names before adding people.
2. Add People to the Selected Package
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Follow the same process described in How to Add People in Quik! to:
Select your CRM
Search for the contact
Assign the contact to the desired roles
3. Repeat for Each Package
Use the Package drop-down to switch to the next package in your multi-package setup.
Add people and assign roles as needed.
Continue toggling between packages until all roles in all packages are complete.
Helpful Tips
Package-by-Package Control: Each package can have different people assigned to the same role (e.g., Owner 1 in Package 1 can be different from Owner 1 in Package 2).
Check Consistency: Before moving on to the Review step, confirm that each package has all required roles filled.
Next Step
Once you've added people to each package, you’re ready to review package.
➡️ Continue to the next article: How to Review Packages in Multi-Package