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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.

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2. Select a Template

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

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3. Fill Out the Form

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

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4. Build Your Agreement

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

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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.

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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.

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That’s It!

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

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