video1.0<iframe src="https://www.loom.com/embed/211ecd7f60d74bdb9690362b3b83f438" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/211ecd7f60d74bdb9690362b3b83f438-29b981b317d50312.gif95.854This Loom explains how to build a bank sharing package within the Packages tab for a given case. It covers selecting companies to include and using drop down options to define company overview information and documents to share. The walkthrough also shows adding any questionnaires, legal entity structure, UBOs, and officer details including base information, government ID, and tax information, along with related officer questionnaires and additional documents from global documents. It ends with using preview to review the selected information.