Joel Kapongo
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Articles
Recent activity by Joel Kapongo-
Viewing and downloading attachments
All attachments can be viewed and/or downloaded by selecting the "Attachments" tab on the left. If an attachment has been uploaded as an attachment request, it can be viewed the attachment requ...
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Rotating documents
Keeping your documents all aligned is crucial in ensuring the ease of signing Fortunately, with documents that have been uploaded into the system, you can easily rotate them to achieve the best o...
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Force Sign
This guide will walk you through the process of using the Force Sign feature on Pactima. Force Sign is particularly useful when you have signers on the line, but one has left without agreeing and f...
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How to Generate a Notary Public Exemplar
Generating a notary public exemplar is an essential step for notaries applying to certain states that require a demonstration of their signature and seal. This document showcases your ability to pe...
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Modifying the Role of a Team Member within a Team
Managing team roles is crucial for smooth operations. Whether it's assigning administrative privileges or restricting access to developer and API keys, modifying team member roles is a common yet i...
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Deleting a folder
Deleting an eSignatures folder is a significant action that requires understanding its implications. When you delete a folder, all the packages within that folder are transferred back to the owner ...
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Managing a team group's branding
Custom branding for specific team groups in Pactima can significantly enhance the identity and cohesiveness of your team. This feature is especially useful when different subsets of your team need ...
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Cancelling an eSignature package
At times, you may need to halt an eSignature workflow for various reasons. Whether it's due to a change in details, an error, or any other situation, cancelling an eSignature package stops its acti...
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Keyboard shortcuts for signing fields during preparation
There are various keyboard shortcuts that are available to make the preparation quicker. You can view a list of the shortcuts by selecting the keyboard icon on the top right. List of shortcuts ...
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Deleting documents during the preparation
In order to delete a document, go to the "Documents" step of your preparation. On the right side of the document that was uploaded, you should see a trash button. Click this to delete the document ...