Managing saved initials: uploading, editing, and removing

In Pactima, your saved initials provide you a convenience to easily access them during a signing ceremony, without having the need to re-enter them again. Here's how to manage these crucial elements by uploading new initials, editing existing ones, or removing them when they're no longer needed.

Uploading New Initials:

1. Access Security Settings:

   • Click on the 'Account' button at the top right of the Pactima page.
   • Select the 'Security' card to proceed to the security settings.

2. Navigate to Initials:

   • On the security page, click on the 'Initials' card.

3. Add Initials:

   • If you haven't saved any initials yet, you'll see an 'Add an Initial' button.
   • Click this button to start the process of adding new initials.
   • You have the option to draw your initials or import them from a file.

4. Save the Initials:

   • Assign a name to your initials for easy identification, such as 'Hello Initials'.
   • Click 'Save' to store the initials in your account.

Editing Saved Initials:

1. Select Initials to Edit:

   • Find the initials you wish to edit.

2. Initiate Editing:

   • Click the pencil icon or 'Edit' button next to the saved initials.

3. Perform Edits:

   • You can rename the initials or alter the image by redrawing or re-uploading as needed.
   • Confirm your edits by clicking on the 'Modify' button.

Removing Saved Initials:

1. Locate the Removal Option:

   • Each set of saved initials will have a 'Remove' button or trash icon beside it.

2. Delete Initials:

   • Click the 'Remove' button corresponding to the initials you wish to delete.

3. Confirm Deletion:

   • A confirmation dialog will appear to ensure you want to proceed with the removal.
   • Click 'Confirm' to permanently erase the initials from your account.

Key Points to Remember:

• Ensure your initials are clear and represent your actual initials used in physical documentation.
• Keep backups of your initials image files in case you need to re-upload them.
• Regularly update your initials if there are changes to your official initials used in document signing.