Tag: Add a Document to an ePACT (Option 2)

If you already have a contract document in PDF or Word format, you can easily upload it using this option. Here’s how to do it:

1. Select the Upload Document Option:

• From the Add Document page, click the Upload Document button.

2. Choose Your File:

• Click the Choose File button to select a document from your computer.
• Once the file selection dialog appears, browse to the location of your file and select it.
• After selecting the file, click Upload to begin the process.
  
  

3. Review and Customize the Document:

• After the file uploads, you’ll be taken to a preview page of the document.
• Edit Title : If needed, you can enter a new title for the document here.
• Review the Document: Scroll through the document to make sure everything loaded correctly.

4. Customize the Document:

• Use the toolbar to drag and drop annotations like party initials or signatures wherever they’re needed in the document.
• Add Initials and Signatures.
• Start by selecting a party from the dropdown.
• Drag initials and signature annotation to the appropriate sections of the document.
• Add Other Annotations
• You can also add other annotations like checkbox, radio button and name.
• To add custom information, drag the Text Box annotation and type in details such as the party's address.
• Add the Date Signed field to mark when the document will be signed.
• Repeat for Other Parties:
• Now, select another party from the dropdown. You’ll notice that the annotation colors change for each party to help keep them organized. This color-coding is only visible to you, the ePACT creator.
• Drag and drop the second party's initials and signature where needed in the document.

5. Submit the Document:

• Once you’ve added all necessary annotations, click Submit to finalize the document.

6. Document Review Page:

• You’ll be taken to the Document Review Page where you can review everything to make sure it looks good.
• If you need to make any changes to this document, simply click the pencil icon to edit it.
• If you want to remove the document, click the trash icon.
• You can also add more documents to this ePACT by clicking the plus icon.

Once you've completed the upload and customization, you can move on to the next step of signing and sending your ePACT!

Tip: Before submitting, double-check all annotations, especially initials, signatures, and date fields, to ensure everything is correct.

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.