Tag: Add a Document to an ePACT (Option 4)

Follow these steps to create and customize a document using ePACT's built-in template wizard:

1. Access the Add Document Page

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

2. Select a Template

• A list of available system templates will appear.
• Select the type of agreement you want to build.

3. Fill Out the Form

• The template will open in a pre-designed form format.
• Complete all required fields with the relevant rental details.

4. Build Your Agreement

• After filling in the form, click the "Build My Agreement" button.
• Your completed agreement will be generated.

5. Customize the Document (Optional)

• If further customization is needed, 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 annotations (e.g., initials, signatures) onto the document where required.

6. Save Your Changes

• Once customization is complete, click the Submit button to save your changes.
• You’ll be taken back to the Document Review Page.

That’s It!

Using the built-in template wizard simplifies the process, helping you create and customize contracts quickly and efficiently.

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.