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 find these symbols by clicking the blue PactSafe logo in the upper left corner from most screens in the app.
Click the + to Add Contracts in the form of PDF, Microsoft Word, or HTML. Check out Contract Administration Overview for links to all the step-by-step instructions you need.
Simply click the paper airplane to Send Contracts. Read Sending Requests for Contract Signatures Overview to get started sending.
Click the pulse to see all your request history in one simple Dashboard. You can click this link to read about everything you see on the PactSafe Dashboard.
Depending on your PactSafe license level, you might see the next icon. Click the network paper to check out your SmartPacts. Click to take a tour of the SmartPacts feature.
Click the checked paper to see where your Groups call home. In this article, you can learn What is a Group?
Choose the paper to see where all your company Contracts live. Get a high-level of discussion of Contracts here.
Want to find a Signer? Select the checked person 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 the bulleted list to use the 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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