Customizing your Pactima experience to align with your personal or business needs is simple when you adjust your global preferences. These settings include language options, timezone configurations, and other defaults that streamline your interaction with the platform. Here’s how to make these changes effectively.
Steps to Adjust Your Global Preferences:
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Access Account Settings:
- Start by clicking on the 'Account' tab located at the top right of the Pactima interface.
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Locate Global Preferences:
- Scroll through the account options until you find the card labeled 'Global Preferences'.
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Enter Global Preferences:
- Click on the 'Global Preferences' card to see all the settings you can customize.
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Edit Language Settings:
- Find the 'Language Preferences' section.
- Click on the 'Edit' button next to it to select your preferred language.
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Adjust Timezone Settings:
- Similarly, for 'Timezone Preferences', click the 'Edit' button to set your local timezone.
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Configure Advanced Options:
- Review any advanced options available that may dictate default settings for your account activities.
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Manage Notification Preferences:
- In addition to language and timezone, you might find options to tweak your notification settings to determine how and when you receive updates from Pactima.
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Apply and Save Changes:
- After making your selections, ensure to save your changes. These will affect how you view and interact with the platform, such as in your calendar or when scheduling packages.
Available notification preferences
Language | The default language in Pactima. There's support for English, French, or Spanish. |
Timezone | The timezone for your calendar and the notifications that are sent in your eSignature or eNotary workflow. |
Advanced eSignatures options | Default advanced configurations for your eSignature packages |
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