Creating an eSignature folder in Pactima is a straightforward process that helps you organize your eSignature transactions effectively. Whether you're a first-time user or need a refresher, this guide will walk you through each step of creating a folder within the Pactima platform. Let's get started.
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Access the eSignature Listing Page: Begin by logging into your Pactima account. Once logged in, locate the 'eSignatures' button. This is typically found at the top of the header on your dashboard.
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Navigate to Folders: After clicking on the eSignature button, direct your attention to the sidebar. Here, you will find an icon labeled 'Folders'. Click on this button to proceed to the folder management area.
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Check Current Folders: Upon accessing the folders section, you might see a message indicating that you currently have no folders, especially if you're a new user or haven't created any folders yet. This is completely normal.
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Create a New Folder: To initiate the creation of a new folder, click on the 'Create Folder' button. This button is usually highlighted in blue for easy identification.
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Name Your Folder: After clicking the 'Create Folder' button, a modal (popup window) will appear, prompting you to enter a name for your new folder. Choose a name that clearly identifies the purpose or contents of the folder for easy reference in the future.
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Finalize the Creation: Once you have entered your desired folder name, click on the 'Create' button within the modal. This action will finalize the creation of your new eSignature folder.
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Confirmation and Usage: After creation, your new folder should now be visible in the folders section. You can start using this folder to organize your eSignature and eNotary packages more efficiently.
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