Getting started
To create a new bundle, navigate to the Settings section and then click on the Bundles section on the top menu.
Create your new Bundle
Click the Add Bundle button to get started on your journey. Once clicked, you will notice there are some options for you to fill out:
Enter the Name.
This is the name of your Bundle. Make it clear and obvious.
Choose the items to include in the bundle. You will be able to select items from your template libraries, including;
- Forms
- Documents
- Certificates
- Tasks
Before you start creating your bundles, consider how you wish to structure your bundles to suit your various goals. Bundles can help you to;
Automate workflows - see here
Automate paperwork compliance - see here
You're all done!
If you have any questions please reach out to our support team at help@worknice.com or through the help section within Worknice.