Required Permission: Edit Deal Docs
What Is a Document Bundle/Pack?
A document bundle/pack is a group of forms your team prints together from the Customer Card, like everything needed for a delivery. In Documents, each pack is a Category, and every document you place in that category becomes part of the pack.
The best way to build a pack is to upload each form as its own document, then group them in a category. That way you can add, swap, or remove one form without touching the rest of the pack.
Where to Find Your Documents
Required Permission: Edit Deal Docs and Manage Store
To open your store's documents:
Click your User Account button and select Store Settings.
Select Documents from the left-hand menu.
Building a Pack from Separate Documents
This is the recommended way to set up a pack. Each form lives on its own, and the category pulls them together.
Uploading Each Form
To add the forms for your pack:
Click Upload File in the upper right.
Select the PDF for one form. Files must be in PDF format.
Repeat for each form in the pack.
Grouping Forms into a Pack
Once your forms are uploaded, use the Category column in your document list to group them:
Find the document in your list.
Click the Category dropdown.
Select an existing category, or type a new category name to create one.
Repeat for each document that belongs in the pack.
A document can be added to more than one category. A form like a reference sheet can sit in every pack that needs it without uploading it twice.
Publishing the Pack
New documents upload as Draft. Your team will not see a document on the Customer Card until it is Published.
To publish a document:
Find the document in your list.
Click the Publish button in the Actions column.
When your team clicks Documents on the Customer Card, they can select the category and print every document in it at once, or pick individual documents from the list.
Adding a Page to an Existing Document
If you need the new page to live inside a document you already have, you can add it in the document editor. Use this when the pages need to stay together in a single file.
To add a page:
From Documents, click Edit next to the document.
Click the left panel icon to open the page thumbnail view.
Hover over the page next to where the new page should go and click the three dots to open More Options.
Click Insert, then Add Page(s).
Select the PDF and choose whether to insert it Above or Below the selected page.
Click Save before you close the editor.
To move a page, click and drag its thumbnail to a new spot. If you see a message that not all fields have been verified, click Save Anyway. This does not affect the document.
Tips for Building Your Packs
Keep one form per document. When a form changes, you replace one document instead of rebuilding the whole pack.
Reuse forms across packs. Add a shared form to every category that needs it instead of uploading a new copy.
Name categories the way your team talks. "Delivery Pack" or "Used Car Pack" is easier to find on the Customer Card than a generic name.
Save before you leave the editor. Edits and token assignments are lost if you navigate away without saving.
Good to Know
Edit Deal Docs and Manage Store permissions are required to upload, edit, and organize documents.
Files must be in PDF format.
Draft documents do not show on the Customer Card. Publish them when they are ready.
To insert a document that already has form fields and tokens, click the three dots next to it on the Documents screen and select Download first. Then insert the downloaded file. This keeps its form fields and tokens in place.
Frequently Asked Questions
Do I have to download the whole pack, add my page, and upload it again?
No. Upload the new page as its own document and add it to the pack's category. If the page needs to live inside an existing document, use the steps in Adding a Page to an Existing Document.
Can I add one form to every pack at my store?
Yes. Upload the form once, then select each pack's category for it in the Category dropdown.
I do not see Deal Docs in Store Settings. Where did it go?
Your deal documents now live under Documents in Store Settings.
Need Assistance? For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!