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  2. Team Management & Collaboration

Team Management & Collaboration

Learn comprehensive strategies for managing your team within Pactima. This includes setting up team structures, managing team groups, and effectively using eSignature folders to streamline collaboration and document handling.

Basic Internal team management

  • Creating a team
  • Inviting a person to join to your team
  • Bulk team member invitation
  • Rescinding an invitation to a team
  • Accepting team invitation
  • Modifying the Role of a Team Member within a Team
See all 8 articles

Team groups

  • Creating a team group
  • Add a team member to a team group
  • Change a team member's group
  • Deleting a team group
  • Renaming a team group

eSignature Folders

  • Understanding eSignature folders
  • Creating a folder
  • Managing members in a folder (adding, removing, or updating access)
  • Managing folder location of a package (assigning, de-assigning, removing from folder)
  • Managing package ownership (claiming or transferring to teammate)
  • Deleting a folder

Advanced team management

  • How to enforce internal receipt note entry
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