Bulk team member invitation

Inviting multiple team members to your Pactima account can streamline the process of setting up your team for eSignature and eNotary transactions. If you need to add numerous team members at once, such as 50 people, instead of entering each email address individually, you can use the bulk invitation feature. This process allows you to invite multiple members quickly by uploading a CSV file containing their details. Here's how you can do it:

1. Access Team Management Settings: Begin by clicking on the 'Account' tab, located at the top right corner of your Pactima dashboard.

2. Navigate to Team Management Dashboard: In the Account settings, find and click on the 'Team Management' card. This card is typically positioned in the middle of the other options.

3. Open Bulk Invitation Feature: Once you're on the Team Management Dashboard, look for the 'Invite Team Member' button. Directly next to this, you'll notice a drop-down button with an arrow-down icon. Click on this button to access the bulk invitation feature.

4. Select 'Invite Members': In the drop-down menu, select the 'Invite Members' option. This action will prompt a pop-up window designed for the bulk invitation process.

5. Prepare the CSV File: You need a CSV file with the names and email addresses of the individuals you wish to invite. The CSV file should have two columns: one for the full name and the other for the email address.

6. Upload the CSV File: In the pop-up window, you will see an option to drag and drop your CSV file. Alternatively, you can click to open your file explorer and manually select the file. Once selected, drag and drop the file into the designated area.

7. Review and Modify Details: After uploading, the details from the CSV file will be displayed. You have the option to review and modify these details if necessary. Ensure that all the information is correct before proceeding.

8. Confirm Invitations: Once you've verified the details, select the checkbox on the right side to confirm your selections. This step is crucial to ensure that only the intended recipients receive an invitation.

9. Send Invitations: After confirming the details, click the 'Send Invitation' button. An email invitation will be automatically sent to all the individuals listed in your CSV file.

Remember, the bulk invitation feature is a powerful tool to efficiently set up your team in Pactima. It saves time, especially when dealing with a large number of team members. Ensure that the CSV file is accurately formatted and double-check the details before sending out invitations to avoid any errors.