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

Creating a team in Snapdocs RON (formerly Pactima)

Creating a team within Snapdocs RON (formerly Pactima) is a straightforward process designed to enhance collaboration and streamline your eSignature and eNotary transactions. By establishing a team, you can centralize your work, share documents more efficiently, and manage your transactions with greater ease. <iframe src="https://www.loom.com/embed/c6c0ae84dd1b4087bf7ab3ed3e4bea62" width="100%" height="405" frameborder="0" allowfullscreen title="Creating a team in Snapdocs RON (formerly Pactima)"></iframe> ## Here's a step-by-step guide: 1. **Access Your Account Settings** Locate and click on the **Account** button in the top right corner of the Snapdocs RON (formerly Pactima) header. 2. **Navigate to Team Management** Within your account settings, look for the **Team Management** card and click it. 3. **Select Internal Team Management** In the Team Management area, choose the **Internal Team Management** card. 4. **Enter Your Team Name** If you don’t have an existing team, you will see an input field for the team name. Type the desired name for your team. 5. **Create Your Team** Click the **Create Team** button to establish your team in Snapdocs RON (formerly Pactima).