With this release, we are excited to announce that we have added an Export Document functionality to the Create Package from Separate Lines of Business feature which is in BETA right now. We hope you will enjoy these new enhancements and look forward to providing you with more additions/enhancements to the Management System soon!


The Export Document functionality will allow you to navigate through the documents in the account's document library after the package is created for a personal LOB. This will allow you to make sure that your data is correct and there is no conflict or something missing.


If there is something missing, you can navigate to your created package and edit it based on the details in the extracted document. All details for the original LOB's will be extracted once the package is created.


To learn more about the Create Package from Separate Lines of Business feature, check out our BETA - Create Package from Separated Lines article!




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