Tag: Add a Document to an ePACT (Option 3)

Follow these steps to add a document to your ePACT from one of your saved templates:

1. Access the Add Document Page

• Navigate to the Add Document page.
• Click on the "Pick From My Templates" option.

2. Select a Template

• A list of your previously saved templates will appear.
• You have two options:
• If you already know which template to use: Click the "Pick For ePACT" link next to the template.
• If you'd like to review the template first: Click the "Template Name" link to view the template details.

3. Review the Template (Optional)

• After reviewing the template, if you're satisfied with it, click the "Pick For ePACT" button to proceed.

4. Customize the Document

• You will be taken to the Document Review Page, where you can further customize the document as needed:

• • To add annotations like initials or signatures, click the pencil icon to enter Edit Document Mode.
    
  • In Edit Document Mode, use the dropdown menu to select the party whose signature or initials you want to add.
  • Drag and drop the necessary annotations onto the document.

5. Save Your Changes

• Once all edits are complete, click the Submit button to save your changes.
• You’ll be returned to the Document Review Page.
• And that’s it!

Using saved templates makes the process faster and more efficient, while still giving you the flexibility to make any final adjustments.

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.