For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt

Modifying your name in your account

Updating your name in your account settings is important to ensure that all your information reflects correctly in communications and documents. If you've had a legal name change or there was an error in your initial account setup, here's how to update your name in your Snapdocs RON (formerly Pactima) account. <iframe src="https://www.loom.com/embed/2a9843dd3b1740f2b193d21cc71b010e" width="100%" height="405" frameborder="0" allowfullscreen title="Modifying your name in your account"></iframe> **Steps to Update Your Name**: 1. **Access Account Settings**: - Click on the 'Account' button located in the top right corner of the Snapdocs RON (formerly Pactima) interface. 2. **Navigate to Personal Information**: - In the account settings, select the 'Personal Info' card. 3. **Initiate Name Change**: - Look for the 'Full Name' field where your current registered name is displayed. - Click on the 'Edit' button, which may be represented by a pencil icon, next to your name. 4. **Enter Your New Name**: - In the provided fields, input your updated first name and last name. 5. **Save the Changes**: - Once you have entered your new name, click the 'Save' button to update your account information. **Things to Consider**: - Ensure that the name you enter matches your legal name, especially if it will appear on legal or formal documents.