Closing a Standard Package

Closing out a Standard Package will remove a user’s access to the package documents.

To close out a Standard Package:

  1. Open the Standard Package from SentItems.

  1. Click the Close out button.

  1. At the Close out window enter a reason why the package is being closed out.

  1. The option Notify package recipients will be selected.

  2. Tick the box to Remove document access for package recipients, if required.

  3. Click Close out.

  • The Close out option is only available for issued standard packages and to users of the Package originating company that have full access to the Package module

  • Packages that are Closed out cannot be modified.

  • The Closed-Out fields can be added to the package register via the customize option.