Staying informed about key activities in your Pactima account is vital, and managing your notification preferences is how you can control these updates. Whether it's about billing changes, eSignature package statuses, or assigned orders, here's how you can tailor your notification settings to suit your needs.
Guide to Adjusting Your Notification Settings:
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Access Account Options:
- Click on the 'Account' tab located at the top right of the Pactima interface.
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Navigate to Preferences:
- Scroll down to find the card labeled 'Notification Preferences'.
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Edit Notification Preferences:
- Click on the 'Notification Preferences' card to view and manage your notification settings.
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Review Notification Categories:
- Inside your notification preferences, you'll find various categories:
- Billing Notifications: Alerts related to your account's billing activities.
- eSignature Notifications when are administering a package: Updates when you are administering or participating in an eSignature package.
- eSignature notifications when you are a signer: Information on orders you're assigned to manage.
- Inside your notification preferences, you'll find various categories:
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Customize Your Preferences:
- Next to each category and specific notification type, there's a toggle button.
- Switch the toggle to green if you want to receive that particular notification.
- If you prefer not to receive notifications for certain activities, like a failed transaction, toggle the button off.
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Save Your Settings:
- After making your changes, they will automatically save, updating your notification preferences.
Considerations:
- Tailor your notifications to ensure you're only alerted about the most relevant and critical activities to avoid overload.
- Regularly revisit your preferences to adjust them as your needs or roles within Pactima change.
List of notifications
Billing notifications
Transaction failed | Receive an email notification when a transaction fails. |
Transaction receipt | Receive by email the receipt of the transaction when a transaction is successfully processed. |
Email notifications when you administer an eSignature package
Completed | Receive an email notification when an eSignature package is completed. |
Declined | Receive an email notification when an eSignature package has been declined. |
Delivery failed | Receive an email notification when an eSignature package was not delivered to a recipient. |
Signed | Receive an email notification when an eSignature package is signed. |
Viewed | Receive an email notification when an eSignature package is viewed. |
Email notifications when you are a signer
Cancellation of an electronic signature | Receive a notification every time an electronic signature is canceled. |
Electronic signature completed | Receive notification when an electronic signature is completed. |
Electronic signature refused | Receive a notification whenever an electronic signature has been declined. |
Beginning of live electronic signature | Receive a notification each time a live electronic signing session begins. |
Reprogramming an electronic signature | Receive a notification each time an electronic signature is reprogrammed. |
Programming an electronic signature | Receive a notification each time an electronic signature is programmed. |
Sending an electronic signature | Receive a notification every time an electronic signature is sent. |
Electronic signature signed | Receive a notification every time an electronic signature is signed. |
Adding a signer | Receive a notification each time a new signer is added. |
Withdrawal of a signatory | Receive a notification each time a new signer is withdrawn. |
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