This article will go over the 3 types of items that go into a packet, which are the Attachment, Brittco Form, and Task as shown below.
The first item is an attachment. Below you will name the attachment and enter when this item needs to be completed by. There is also a note field to add any extra detail to the item. NOTE: the attachment isn't added in this step. Adding the attachment occurs when the packet has been made.
The next item is a Brittco Form. Any form that has been created using the form builder or has been added from the Brittco Library can be used within the packet.
The third type of item is the task. This will allow a user to be check off an item as 'Completed' when the task is finished.
The final item is the handout. This allows a user to add a static document (i.e. a brouchure or pamphlet) to a packet. Simply upload the document in the "Handout", then when users are completing a packet for an individual, they can very quickly add this document to the packet.
The next article will over creating and managing the packet.