Step 3:
Create a New Packet
Click the
Create in a New Packet radio button.
The
Select or Create Packet screen will display.
The
Select or Create Packet section is effectively the same as a packet cover page, in the forms based method and it contains much of the same information.
A packet in OLS acts like a container for your applications. The packet or container must be built before you can add applications to it.
The information the user signed in with to the website automatically transfers to this screen. This information includes such things as the name of the person who signed in along with their client and account number.
Step 4:
Complete Packet information
Enter information into the
Client Ref. No. field and/or the
Packet Description field that. These fields should contain information that makes this packet easily identifiable to the user.
Step 5:
Save Your Packet
Click the
Save or
Continue button. A packet number will be generated upon selection of either of these buttons.
