Tag: Add a Document to an ePACT (Option 1)

In this demo, we'll walk through compiling a document from scratch.

1. Create a Blank Document

• From the Add Document page, click on “Create Blank Document” option.
• Enter a document title.

2. Compiling Your Document

• You can either type directly into the editor or copy and paste content. Add your text into the document as needed.

3. Adding Initials and Signatures

• If you need a party to initial or sign specific sections of the document, click the dropdown to select a party.
• Drag and drop this party’s initial to the correct location in the document.
• Then, add their signature in the designated spot.

4. Adding Annotations for Additional Parties

• To add annotations for another party, select the second party from the dropdown.
• Notice that each party has a unique color code for annotations. These colors are visible only to you, the document creator.
• Drag and drop this party’s initial to the appropriate location.
• Add their signature as well.

5. Submitting the Document

• Once you're finished, click the Submit button to proceed.

6. Document Review Page

• You'll be taken to the Document Review Page. Here, expand the "Party Details" section to review all parties involved.
• You can add, edit, or delete parties as needed.

7. Managing Attached Documents

• In the “Enclosed Documents” section, you'll see the document attached to your ePACT.
• You can edit, delete, or add more documents using the available options.

8. Adding Your Company Logo

• If desired, you can add your company logo to the document by selecting the logo option. If any party’s company logo is available, you will also have the option to include their logo in this ePACT.

9. Review the Document

• Click on the document icon to review it.
• Ensure all placeholders for annotations (such as initials, signatures, etc.) are correctly placed. If any adjustments are needed, edit the document and reposition annotations.

And that's how you create a document from scratch in ePACT!

Thank you for using ePACT!T!  If you have any questions or need further assistance, please visit our Help Center page or Contact Customer Support.