Uploading multiple files to Pactima in a single action can significantly streamline your document preparation process, particularly for eSignature and eNotary transactions. By consolidating your files into one zip archive, you can bypass the time-consuming task of uploading each file individually. This guide provides a simple, step-by-step approach to uploading your documents through a zip file, ensuring that you can quickly move forward with your transactions without unnecessary delays.
- Access the Documents Step: Log into your Pactima account and proceed to the stage of your workflow where you upload documents, typically found under the 'Documents' step in the preparation phase.
- Initiate the Upload: You have two options to start uploading your zip file; you can either drag and drop the file into the designated area if this functionality is supported, or you can click on the 'Add Files' button to open your file explorer.
- Select Your Zip File: Browse through your files and select the zip file that contains all the documents you wish to upload. This file should have been prepared beforehand, with all necessary documents compressed into a single zip archive.
- Upload and Process the Zip File: After selecting your zip file, proceed with the upload. Pactima will then begin processing the contents of your zip file. This may take a moment, depending on the number and size of the documents.
- Review the Uploaded Documents: Once the upload and processing are complete, you will see all the documents that were included in your zip file listed and ready for further action. This step allows you to verify that all intended documents have successfully made it through the upload process.
Important Consideration: It's crucial to be aware that Pactima supports specific file types for eSignature and eNotary transactions. If your zip file includes files that are not supported (e.g., non-text files or unsupported formats), these will automatically be filtered out and discarded. Only documents that are valid and supported by Pactima will be processed and available for your use.
This method of uploading documents ensures that you can efficiently manage multiple files without the hassle of individual uploads, saving you time and effort. If you encounter any issues or have questions about the types of files supported or the upload process in general, please reach out to Pactima support for assistance. Our goal is to make your document handling as smooth and efficient as possible.
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