Switching eSignature package kind

Occasionally, after scheduling or sending an eSignature package, you might want to alter its kind. For instance, you may have initially opted for a live eSignature ceremony, but circumstances change, and a standard signing session would be more suitable. Pactima offers the flexibility to make such modifications seamlessly. Here's how:

Steps:

1. Navigate to the Package Detail Page
   • Start by heading to the specific eSignature package's detail page. This is the dedicated page for the package, showcasing its unique details and settings.
   • Once there, you'll find an array of options and settings tailored to that particular package.
2. Access the "More" Options
   • On the detail page, look for the "More" button. This is located on the right side of the page and typically takes the form of a dropdown icon.
   • Click on this button to unveil a dropdown menu with various options pertaining to the eSignature package.
3. Switching the Package Type
   • Within the dropdown menu, you'll find the "Switch Package" option.
   • Selecting this option allows you to toggle between different eSignature package kinds, whether it be from live to standard, live to in-person, or any other combinations available.
   • Upon choosing your desired package type, a confirmation popup will appear.
   • Confirm your choice by following the prompt within this popup, typically by selecting a "confirm" button or entering a confirmation phrase.