Creating a team

Creating a team within Pactima is a straightforward process designed to enhance collaboration and streamline your eSignature and eNotary transactions. By establishing a team, you can centralize your work, share documents more efficiently, and manage your transactions with greater ease. Let's walk through the steps to create your team in the Pactima app.

Here's a step-by-step guide:

1. Access Your Account Settings To begin, locate and click on the 'Account' button. You'll find this in the top right corner of the Pactima header. This action will lead you to your account settings, where you can manage various aspects of your Pactima experience.
2. Navigate to Team Management Within your account settings, look for the 'Team Management' card. This section is dedicated to managing your team settings. Click on this card to proceed to the next step.
3. Select Internal Team Management Once in the Team Management area, you'll need to choose the 'Internal Team Management' card. This specific section is where you can create and manage teams within your organization.
4. Enter Your Team Name In the Internal Team Management section, if you don’t have an existing team, you will see an input field for the team name. Here, type in the desired name for your team. Be sure to choose a name that clearly represents your team's purpose or identity within your organization.
5. Create Your Team After entering your team's name, the final step is to formalize the creation of your team. To do this, simply click the 'Create Team' button. Upon clicking this button, your team will be established in the Pactima system.