For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt
Snapdocs RON
Help center
Managing saved initials: uploading, editing, and removing
In Snapdocs RON (formerly Pactima), your saved initials provide you a convenience to easily access them during a signing ceremony, without having the need to re-enter them again. Here's how to manage these crucial elements by uploading new initials, editing existing ones, or removing them when they're no longer needed.
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## Uploading New Initials
1. **Access Security Settings**
- Click on the **Account** button at the top right of the Snapdocs RON (formerly Pactima) page.
- Select the **Security** card to proceed to the security settings.
2. **Navigate to Initials**
- On the security page, click on the **Initials** card.
3. **Add Initials**
- If you haven't saved any initials yet, you'll see an **Add an Initial** button.
- Click this button to start the process of adding new initials.
- You have the option to draw your initials or import them from a file.
4. **Save the Initials**
- Assign a name to your initials for easy identification, such as **Hello Initials**.
- Click **Save** to store the initials in your account.
## Editing Saved Initials
1. **Select Initials to Edit**
- Find the initials you wish to edit.
2. **Initiate Editing**
- Click the pencil icon or **Edit** button next to the saved initials.
3. **Perform Edits**
- You can rename the initials or alter the image by redrawing or re-uploading as needed.
- Confirm your edits by clicking on the **Modify** button.
## Removing Saved Initials
1. **Locate the Removal Option**
- Each set of saved initials will have a **Remove** button or trash icon beside it.
2. **Delete Initials**
- Click the **Remove** button corresponding to the initials you wish to delete.
3. **Confirm Deletion**
- A confirmation dialog will appear to ensure you want to proceed with the removal.
- Click **Confirm** to permanently erase the initials from your account.
## Key Points to Remember
- Ensure your initials are clear and represent your actual initials used in physical documentation.
- Keep backups of your initials image files in case you need to re-upload them.
- Regularly update your initials if there are changes to your official initials used in document signing.
