PactSafe 101 Training

PactSafe Menu
The PactSafe Menu is how you get to all the screens in the PactSafe product. Below we'll tell you what happens when you click each symbol. You can find...
Thu, 5 Jul, 2018 at 1:44 PM
PactSafe Dashboard
Welcome to your Dashboard! We're excited to show you around. Your dashboard is where all of your account history lives. On the left side of the ...
Mon, 15 Oct, 2018 at 10:36 AM
Contracts
You've guessed it. This article is all about the Contracts screen! You get here by clicking the Contracts icon on the navigation menu on the left. O...
Mon, 15 Oct, 2018 at 10:39 AM
Adding Contracts
So you want more info on adding contracts? Your wish is our command! We make it simple to add in multiple contract types, with just the click of a few b...
Thu, 5 Jul, 2018 at 1:24 PM
Creating Your First Contract
Let the contracting begin! We're excited to walk you through setting up your first contract. In just a few short steps, you'll be ready to sen...
Fri, 22 Jun, 2018 at 11:00 AM
Sending Contracts
Ready to send a new contract? Simply find the paper airplane and click to start. Now upload a contract, or select an existing contract. As a reminder, y...
Thu, 5 Jul, 2018 at 1:59 PM
Sending & Status
Your contract is created, your fields have been added and assigned, now let's get that request sent! Prior to sending, we recommend double checking...
Thu, 5 Jul, 2018 at 2:03 PM
Signers
Signers, get your Signers! This article is all about the Signers screen. From this screen, you can find a record for every person whom you've ever aske...
Wed, 22 Aug, 2018 at 1:50 PM
Fields and Assigning
So you've created your first contract, but now you need to assign fields for completion. This is the article for you! Our various field types, and ...
Thu, 5 Jul, 2018 at 12:07 PM
Profile Settings
Need help navigating your profile settings? We've got you covered! We'll direct you through adding users, permission settings, deleting users,...
Fri, 22 Jun, 2018 at 10:54 AM