Description: PackageWorks is a program which you can purchase that allows you to add documents together to make pages in a package. This is good for Mortgage companies, profiles on Employees/Clients that may need to be sent to someone... It's essentially a ZIP file in Docstar.

Here we will describe as much as we can about this Module.


This is the Sub Menu (if you have PackageWorks). You will see this under the Actions menu in Retrieve (as well as when the document is open).


Add To Package: Part of the PackageWorks Feature Set. If the selected item is a document, adds the selected document(s) to a package. 

Archive Package: Part of the PackageWorks Feature Set. If the selected item is a package, archives the selected package(s).  

De-Archive Package: Part of the PackageWorks Feature Set. If the selected item is a package, de-archives the selected package(s).  

Cleanup: Part of the PackageWorks Feature Set. If the selected item is a package, this will remove all empty, non-mandatory slots from the package. 

Clone: Part of the PackageWorks Feature Set. If the selected item is a package, allows users to duplicate a package and choose which slots will be duplicated.  

Send Submission: Part of the PackageWorks Feature Set. If the selected item is a package, sends the package as an email with an internal memo and an external memo. 

Switch Package Type: Part of the PackageWorks Feature Set. If the selected item is a package, allows you to change the type of a package, and will match slots from the old type with the new one by name and add any missing slots from the new type. 

Reset Package: Part of the PackageWorks Feature Set. If the selected item is a package, resets all package defaults to the default for the package type.