How to enforce internal receipt note entry

Internal receipts can be a powerful tool for tracking and managing transactions within your team. By enforcing internal receipt numbers, you ensure that each action taken by a team member is accompanied by a unique identifier, making it easier to monitor and audit transactions. This feature is especially useful for managing workflows, such as collecting signatures or validating identity (IDV). In this guide, we’ll walk you through the step-by-step process of setting up and enforcing internal receipts for your team members in Pactima.

1. Access the Team Management Settings
   • To begin, navigate to your Account settings. From there, follow these steps:
     • Click on the Team Management card. This will direct you to the team management dashboard.
     • In the dashboard, locate the drop-down menu and select Additional Settings.
2. Enable Internal Receipt Enforcement
   1. Once you’re in the additional settings section, you’ll see an option to enforce internal receipts:
   2. Find the toggle labeled Enforce Internal Note and switch it on.
   3. After enabling the toggle, you’ll be prompted to select the specific items or transactions for which you want to enforce internal notes.
3. Select Transactions to Enforce
   1. Now that the internal receipt enforcement is activated, choose the type of transactions you want this feature applied to. You can enforce it for different kinds of transactions such as:
   2. Standard Signatures: For example, when team members are collecting signatures on-site or using remote devices.
   3. ID Verification (IDV): For identity verification transactions.

By enforcing internal receipts for your team members, you can maintain better control over your transactions and ensure that every process is accompanied by a unique identifier. Whether it's for signatures, ID verification, or other types of transactions, internal receipts offer a structured way to track and audit your team's activities. Enabling this feature in Pactima is quick and straightforward, and it adds a layer of security and accountability to your operations.