Joel Kapongo
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Articles
Recent activity by Joel Kapongo-
Applying annotations during preparation
Annotations are "hand-drawn" markings that the preparer of an eSignature package can add to their documents. This an include any pen drawings (i.e. red, blue, green, etc.) or even white-out. Ho...
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Enabling default advanced eSignature options
Advanced options give you more configuration for your eSignature package. Here are the available options: Disable repeat entries by default Disabling repeat entries allows you to force signers t...
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Types of signing fields
Signing fields are fields the a signer must fulfil during the ceremony, the most common type being "Signature" and "Initials". Here's a list of all the fields that are available in Pactima. ...
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Understanding attachments and attachments requests
Attachments are documents that the signers can add as part of the package, but these are not intended to be signed. They are merely addendums to accompany the package. For example, during a mortgag...
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Configuring signing order for Standard eSignatures
In the Standard eSignatures signing ceremony, the signing, by default, happens in a non-specific order. If you would like the signing to happen in a specific order, select the "Assign signing order...
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Adding recipients during preparation
You can add any recipient type (e.g. signer, observer, etc.) during the preparation. You can also add participants from your team or contact book (i.e. contacts that are automatically saved) If ...
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Recipient types
There are different types of recipients, each with a specific role and task. Recipient type Description Signer The most basic type of recipient. This is the person that will sign th...
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Sending your first Live eSignature package
Adding a Document After selecting your package type, you will move to the next step which is adding a document. You will have the option to upload multiple documents, and then will be able to reo...
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Amending to a completed eSignature package
Sometimes, after an eSignature package has been completed, you may need to make adjustments such as moving a field or resizing elements. Pactima allows amendments to a completed package within the ...
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Creating a folder
Creating an eSignature folder in Pactima is a straightforward process that helps you organize your eSignature transactions effectively. Whether you're a first-time user or need a refresher, this gu...