Ensuring each document within your Pactima package has a unique name is crucial for maintaining an organized and efficient document management system, especially when handling a large volume of files. Duplicate document names can lead to confusion, errors in document handling, and potential issues with tracking and auditing document actions. Pactima offers a straightforward solution to enforce unique document names during the upload process, helping you to avoid the complications associated with duplicate file names. This guide will walk you through the steps to enable this feature, ensuring your document uploads are streamlined and error-free.
- Navigate to Document Preparation: Begin by logging into your Pactima account and proceeding to the document preparation phase. This phase is where you'll manage all aspects related to document uploading and preparation for your transaction.
- Access the Documents Step: Within the document preparation workflow, locate and select the 'Documents' step. This is the step where you'll be uploading and organizing your documents.
- Locate the '?' Icon: On the 'Documents' step page, look for a '?' icon or another indicator for additional options, typically located on the right side of the interface. This icon often signifies help or more settings.
- Toggle Unique Document Names: After clicking the '?' icon, search for the option labeled 'Unique Documents Upload' or a similarly named toggle. Activate this toggle to enable the enforcement of unique document names during the upload process.
- Understanding the Functionality: Once enabled, this feature will automatically scan the names of the documents you're attempting to upload. If it identifies any duplicates—files with names that already exist within your document package—it will not upload the duplicate file. Instead, the system will alert you or simply disregard the duplicate, depending on Pactima's specific user interface design.
- Upload Your Documents: Proceed to upload your documents as usual. The system will now filter out and prevent the upload of any documents with names that duplicate those of already uploaded files. This ensures that every document within your package has a unique name.
- Review Your Document List: After uploading, review your list of uploaded documents to confirm that all files have been correctly named and that no duplicates exist. This review process is a good practice to ensure the accuracy and completeness of your document package.
By enforcing unique document names during the upload process, you significantly reduce the risk of confusion and errors related to document management. This feature is particularly beneficial for users who deal with a large number of documents and need to maintain stringent organizational standards.
If you encounter any issues with this feature or have questions about managing your documents in Pactima, please reach out to support. Our team is dedicated to providing you with the assistance you need to efficiently manage your documents and ensure a smooth workflow within Pactima.
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