Joel Kapongo

In Pactima, changing your team name can be essential for various reasons, such as rebranding or simply to better reflect the current ethos of your team. The process is straightforward and can be co...

When you've sent or scheduled an eSignature package, you might find the need to preview it. This preview function allows you to see how the package appears to the signers and other participants, en...

The Smart replication feature allows you to easily copy the same fields on a specific page. For example, if you would like every page on the document to be initialed on the bottom, you can simply e...

Sometimes, after having upload and tagged a document with signing fields, you would like to replace / update the document, while keeping the fields you've place.   To make the change, click the thr...

Deleting a team in Pactima is a significant action with permanent consequences. It’s crucial to ensure that this step is only taken when absolutely necessary, as it will lead to the irreversible lo...

Occasionally, you might need to make significant modifications to an eSignature package, such as adding a new signing field. In such scenarios, redrafting the package is the way to go. However, it'...

  Custom fields allow you to define and add your own specific data-entry points within a document, beyond the standard or predefined fields available. For example, it could be a specific wording th...

To rename the document, click the three dots next to the document in the document list, and then enter the name you'd like in the modal that pops-up.

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 fi...

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 fil...