For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt
Bulk team member invitation in Snapdocs RON (formerly Pactima)
Inviting multiple team members to your Snapdocs RON (formerly Pactima) account can streamline the process of setting up your team for eSignature and eNotary transactions. If you need to add numerous team members at once, such as 50 people, instead of entering each email address individually, you can use the bulk invitation feature. This process allows you to invite multiple members quickly by uploading a CSV file containing their details.
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1. **Access Team Management Settings**: Click on the **Account** tab at the top right corner of your Snapdocs RON (formerly Pactima) dashboard.
2. **Navigate to Team Management Dashboard**: In the Account settings, click the **Team Management** card.
3. **Open Bulk Invitation Feature**: On the Team Management Dashboard, find the **Invite Team Member** button. Directly next to it, click the drop-down button with the arrow-down icon.
4. **Select 'Invite Members'**: In the drop-down menu, select **Invite Members**. This opens a pop-up window for the bulk invitation process.
5. **Prepare the CSV File**: Create a CSV file with the names and email addresses of the people you want to invite. The CSV file should have two columns: one for the full name and one for the email address.
6. **Upload the CSV File**: In the pop-up window, drag and drop your CSV file into the designated area. You can also click to open your file explorer and manually select the file.
7. **Review and Modify Details**: After uploading, the details from the CSV file will be displayed. Review them and modify them if needed.
8. **Confirm Invitations**: Select the checkbox on the right side to confirm your selections. This helps ensure that only the intended recipients receive an invitation.
9. **Send Invitations**: Click **Send Invitation**. An email invitation will be automatically sent to all individuals listed in your CSV file.
The bulk invitation feature is a useful way to set up your team efficiently, especially when inviting a large number of team members. Make sure your CSV file is formatted accurately and double-check the details before sending invitations.