For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt
Managing package ownership in eSignature folders (claiming or transferring to teammate)
Managing the ownership of a package in a folder is a crucial aspect of maintaining control and coordination within your team. This helps ensure that the right team members have access to and control over specific packages.
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### Claiming Ownership of a Package
1. Log in to your Snapdocs RON (formerly Pactima) account and click **eSignature** at the top of the header.
2. Click **Folders** in the sidebar to view your available folders.
3. Open the folder that contains the package whose ownership you want to manage.
4. Find the package and look for the **Action** column.
5. Click the dropdown button next to **View Details** for that package.
6. Select **Claim** from the dropdown menu.
This transfers ownership of the package to you so you can edit and manage it.
### Transferring Ownership to a Teammate
1. Go to **eSignature** and then **Folders**.
2. Open the folder that contains the package you want to transfer.
3. Find the package and click the dropdown button next to **View Details**.
4. Select **Transfer to Teammate**.
5. In the pop-up window, choose the appropriate team member from the list.
6. Click **Transfer**.
This transfers ownership of the package to the selected team member.
### Alternative Method from Package Detail Page
1. Click **View Details** for the package you want to manage.
2. On the package detail page, choose **Claim** to transfer ownership to yourself, or choose **Transfer** to open the pop-up for transferring the package to a teammate.
3. Follow the prompts to complete the action.
Use this method if you prefer to manage ownership after opening the package details instead of using the folder list dropdown.