The PactSafe Menu is how you get to all the screens in the PactSafe product. Below we'll tell you what happens when you click each symbol. You can display the words next to these symbols by clicking the blue PactSafe logo in the upper left corner from most screens in the app.
Click Add Contracts to make a new Contract. You can create one in the editor or upload a PDF or Microsoft Word file. Check out Contract Administration Overview for links to all the step-by-step instructions you need.
Simply click Send Contracts to create a Signature Request. Read Sending Requests for Contract Signatures Overview to get started sending.
Click Dashboard to see all your request history. You can click this link to read about everything you see on the PactSafe Dashboard.
Depending on your PactSafe license level, you might see SmartPacts next. Click to take a tour of the SmartPacts feature.
Click Groups to set up Contracts on your website or app. In this article, you can learn about creating and managing Groups?
Choose Contracts to create or edit Contracts for sending or putting on your webiste. Get a high-level of discussion of Contracts here.
Want to find a Signer? Select this option to go to the Signers screen. Here you can search for individual Signers and dig deep on how they've interacted with your Contracts.
Select Activity Log to get up to date on recent events. Check out the Activity Log page for a full run down of what you see in this log.
Choose your profile picture (or initials, if you don't have a profile picture) to access Profile and Settings. From here you can update your User Profile, update your account settings, contact support, get to documentation and release notes, or sign out of your account. See the Profile & Settings menu document for more information on this powerful menu.
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