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Account Snapshots

How to Easily Replicate Documents and Contracts Setup Across Different Accounts

Documents and Contracts are now supported in Snapshots! Now, agencies can effortlessly save time during onboarding and ensure consistent Document…

1 min read108 words5 explained imagesUpdated Wed, 31 Jul, 2024 at 9:15 PM
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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
Screenshot 2024-06-25 at 8 What this shows Navigate to Account Snapshots in Agency View. What this shows Illustrates "How to Easily Replicate Documents and Contracts Setup Across Different Accounts". This screenshot appears in "How to Easily Replicate Documents and Contracts Setup Across Different Accounts". The text alongside this image reads: 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. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: 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…. Image 1 of 5 Where to goNavigate 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
Fields in this part of the guide Load the snapshot into the desired sub-account
Next stepThis 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.
All 5 steps in this procedure
  1. Navigate to Account Snapshots in Agency View.
  2. Create a new snapshot and choose the source account.
  3. Save the snapshot.
  4. Load the snapshot into the desired sub-account
  5. Select all the Document Templates you want to load into the desired location
Screenshot 2024-06-25 at 8 What this shows Navigate to Account Snapshots in Agency View. What this shows Illustrates "How to Easily Replicate Documents and Contracts Setup Across Different Accounts". This screenshot appears in "How to Easily Replicate Documents and Contracts Setup Across Different Accounts". The text alongside this image reads: 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. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: 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…. Image 2 of 5 Where to goNavigate 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
Fields in this part of the guide Load the snapshot into the desired sub-account
Next stepThis 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.
All 5 steps in this procedure
  1. Navigate to Account Snapshots in Agency View.
  2. Create a new snapshot and choose the source account.
  3. Save the snapshot.
  4. Load the snapshot into the desired sub-account
  5. Select all the Document Templates you want to load into the desired location
Screenshot 2024-06-25 at 8 What this shows Navigate to Account Snapshots in Agency View. What this shows Illustrates "How to Easily Replicate Documents and Contracts Setup Across Different Accounts". This screenshot appears in "How to Easily Replicate Documents and Contracts Setup Across Different Accounts". The text alongside this image reads: 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. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: 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…. Image 3 of 5 Where to goNavigate 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
Fields in this part of the guide Load the snapshot into the desired sub-account
Next stepThis 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.
All 5 steps in this procedure
  1. Navigate to Account Snapshots in Agency View.
  2. Create a new snapshot and choose the source account.
  3. Save the snapshot.
  4. Load the snapshot into the desired sub-account
  5. Select all the Document Templates you want to load into the desired location
Screenshot 2024-06-25 at 8 What this shows Navigate to Account Snapshots in Agency View. What this shows Illustrates "How to Easily Replicate Documents and Contracts Setup Across Different Accounts". This screenshot appears in "How to Easily Replicate Documents and Contracts Setup Across Different Accounts". The text alongside this image reads: 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. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: 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…. Image 4 of 5 Where to goNavigate 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
Fields in this part of the guide Load the snapshot into the desired sub-account
Next stepThis 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.
All 5 steps in this procedure
  1. Navigate to Account Snapshots in Agency View.
  2. Create a new snapshot and choose the source account.
  3. Save the snapshot.
  4. Load the snapshot into the desired sub-account
  5. Select all the Document Templates you want to load into the desired location
Screenshot 2024-06-25 at 8 What this shows Navigate to Account Snapshots in Agency View. What this shows Illustrates "How to Easily Replicate Documents and Contracts Setup Across Different Accounts". This screenshot appears in "How to Easily Replicate Documents and Contracts Setup Across Different Accounts". The text alongside this image reads: 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. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: 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…. Image 5 of 5 Where to goNavigate 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
Fields in this part of the guide Load the snapshot into the desired sub-account
Next stepThis 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.
All 5 steps in this procedure
  1. Navigate to Account Snapshots in Agency View.
  2. Create a new snapshot and choose the source account.
  3. Save the snapshot.
  4. Load the snapshot into the desired sub-account
  5. 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.

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