Change eSignature package kind during live ceremony

Navigating through a live ceremony often requires adaptability, especially when the need arises to change the type of e-signature package being used. Whether the scenario calls for an in-person signature or a standard remote session, Pactima offers a seamless transition between package kinds.

Here’s how you can modify the eSignature package kind mid-ceremony:

1. Locate "More" options: Begin by identifying the 'More' button on the ceremony interface. This is typically symbolized by three dots and can be found at the bottom of the left-side menu. This button is your portal to additional settings.

2. Access package settings: After clicking on 'More', you will be presented with a variety of options. Navigate towards the lower section of this pop-up menu until you find 'Change Package Kind'. This is the option you'll use to switch package types.

3. Choose package kind: Upon selection, a list will appear showcasing the different types of packages available—such as Live, Standard, and In-Person. Depending on your requirement, you may select the appropriate kind for your ongoing ceremony.

4. Confirm the change: After selecting your desired package kind, you'll be prompted to confirm your choice. By confirming, you acknowledge the switch and initiate the transition process.

5. Session closure: Once you confirm the change, the eSignature package kind is updated to your chosen type, and the current session will end. This ensures that the new package settings are implemented effectively.

It is crucial to note that changing the package kind is a significant action and will impact the flow of the ceremony. Therefore, make such adjustments with consideration and ensure that all participants are informed of the changes.