Working with Packages

What Is A Package?

A package is used to bundle a group of documents together for a given phase in the loan/transaction process. The application allows you to add or remove documents from a package. Available documents are derived from your organization's content repository for a given line of business.

A package is a larger grouping of documents and may contain one or more packets, which can be subsets of the package's documents.

Package names are predefined within your organization's content repository, usually with assistance from Professional Services.

How Your Setup Affects Package Creation

Packages can be created per each Account (defined within Security Administration), Alias Destination (Long) Name (Expere Document Services), and Line of Business (Content Source Library) combination. The process to create an alias for a given content source library requires defining both an Original Value (Short Name) and Destination (Long) Name. The Original Value (Short Name) is a unique abbreviated name path. The Destination (Long) Name signifies the specific content precedence.

Multiple aliases may be created for a given content source library where the Original Value (Short Name) is different but the Destination (Long) Name is the same. In this case, only one Package can be created for the Account/Alias Destination (Long) Name/Line Of Business combination. If multiple users exist and have access to the same Account, all users will be able to maintain the same Package created for the Account/Alias Destination/Line of Business combination.

To add a package

Creating a package consists of the following steps:

  1. Selecting a content source alias. Available content source aliases are based on the account selected. The System Administrator manages account and content source alias permissions.
  2. Designating a line of business for the package. Available lines of business are defined within your organization's content repository.
  3. Specifying a package. This selection will designate the package name. Available package names are based on the selected content source alias and line of business. The system prevents the use of a package twice. Meaning, once a package has already been selected when creating package, it's no longer available when creating future packages.
  4. Adding documents to a package. Select which documents to include in the package and the Rule Source to use for autoselection processing. Available documents and rule sources are based on the selected content source alias and line of business. See Working with Documents in Packages for additional instructions.
Note: The availability of content source alias, line of business, and package name is predetermined when your organization defines, develops, and deploys the Expere Knowledge Base content. This is often completed with the assistance of Professional Services.
Note: The Set Rule Source list is used to identify which set of autoselection processing rules you want to use for the document you are selecting. You will notice that a document name may be listed multiple times within the Set Rule Source list, but each instance contains a unique rule source. This is because multiple variations of autoselection rules may have been configured by your organization within the Expere Knowledge Base content to be applicable for any document. By noting the rule source for each document, the program provides you the ability to set the rule source you want to apply for the document selected. In other words, you are selecting which set of autoselection rules you want to have in place for a selected document. Then, if you select three different rules sources for the same document, the document displays only once, but notes that multiple rule sources have been selected. Then, when processed by Expere Document Services all autoselection rules are evaluated, but only one instance of the document will generate regardless of how many rules pass autoselection logic.

See also:

Deleting Packages