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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.

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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.

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3. Review the Template (Optional)

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

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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.

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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.

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