Adding or updating documents during live ceremony

Understanding how to modify your documents during live eSignature session is essential for a smooth and flexible signing process. Whether you've forgotten to include a crucial document or realized that the uploaded document isn't the latest version, Pactima offers you the flexibility to make these changes in real-time without disrupting the ceremony. This adaptability ensures that you can efficiently manage your documents without starting over or causing undue delays.

Here's how to do so:

1. Entering live editing mode:
   1. Begin by looking for the editing mode box located on the top panel.
   2. Click on it to enter the document editing interface.
2. Accessing document panel & adding documents:
   1. Once inside the editing mode, look towards the left panel and click on the documents option.
   2. Here, you’ll encounter a prompt labeled "Add a file".
   3. To add a new document, simply click on "Add file" and navigate to the desired document on your computer. Once selected and added, this document will automatically be appended at the end of the current set of documents in the session.
3. Updating existing documents:
   1. If you notice that an uploaded document isn't the correct version, you can conveniently update it without the need to retag or restart the session.
   2. Navigate to the specific document you wish to update within the documents section.
   3. Look for an icon resembling a pin on paper; this is the "Update Document" button.
   4. Clicking this will prompt your computer's file explorer to open, allowing you to select the correct version of the document. Upon selection, the document in the session will be updated automatically, retaining all the tags and fields you previously set.
4. Concluding your modifications:
   1. After all necessary changes have been made, it's important to save and exit the editing mode.
   2. Click on the "Finish Editing" button located at the top left of your screen to finalize your modifications and return to the live session.