How do I manage resource packets?

Resource packets bundle the documents and links a person needs at a particular moment, so a new visitor or new member gets the same complete set every time. Building the packet once means staff are not assembling an email of attachments by hand and hoping nothing was left out. Use it to prepare welcome and membership materials, or to create a custom packet for a class, a ministry, or a volunteer role.

Start at More > Admin Tools, then open Resource Packets. The required permission may be needed before this tile appears.

Admin Tools

Steps

1. Tap More in the bottom navigation.
2. Tap Admin Tools under Administration.
3. Tap People & Engagement, then tap Resource Packets. You can also enter Resource Packets in Search Admin Tools.
4. Create or open a welcome, membership, or custom packet.
5. Add the required resources, review the packet, then save it.

If the tile or an action is missing, ask a network administrator to review your permissions.