Joel Kapongo
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Articles
Recent activity by Joel Kapongo-
Managing invoices (generating-on demand, downloading as PDF, download receipts)
Efficient invoice management is essential for any business, and Pactima offers comprehensive features to handle your invoicing needs seamlessly. This guide will walk you through three key invoicing...
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Managing team-wide branding
In today’s collaborative work environment, maintaining a consistent brand identity across your team or company is crucial. While individual employees or departments may have their own custom brandi...
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Prefilling Text Fields
Prefilling text fields in your Pactima documents can significantly streamline the eSignature or eNotary process, especially when certain information is standard and known in advance. This guide wil...
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Managing package ownership (claiming or transferring to teammate)
Managing the ownership of a package in a folder is a crucial aspect of maintaining control and coordination within your team. This guide will help you understand how to claim ownership of a package...
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Renaming a team group
Renaming a team group in Pactima is a common need, especially when there are changes within your team that necessitate a more relevant or updated group name. The process is designed to be user-frie...
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Accepting team invitation
Joining a new team in Pactima can be exciting, especially when you're looking forward to collaborating on new projects. Whether the invitation is to join as an internal member or an external collab...
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Removing a contact from your Contacts Book
There may come a time when you need to remove a contact from your Contacts Book on Pactima. Whether it's due to the end of a business relationship or simply to tidy up your list, deleting a contact...
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Chatting in a live ceremony
Effective communication is a cornerstone of any live event, and during a Pactima live ceremony, it isn’t any different. The chat feature provides a seamless way for participants to exchange message...
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Modifying participants (signers & observers) during live ceremony
The ability to modify participants during a live ceremony is a vital feature that enhances the flexibility of the eSignature process. Whether a last-minute change arises or there's a need to includ...
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Removing a signer after a Standard eSignature package as been sent
There could be scenarios after a Standard eSignature package has been sent where you need to adjust the participants. Perhaps consensus is reached, and everyone agrees a particular signer is no lon...