ePACT For Organizations

How do I upload a list of my members?
Please use the following steps to upload a spreadsheet of your members. 1. Export a spreadsheet file (.csv, .xls, or .xlsx) from your registration softwa...
Fri, 17 Jan, 2025 at 12:48 PM
How do I access my organization's auto-archive?
Organization Administrators: Please use the following steps to access your auto-archived records. Group Administrators: Please contact your organization ...
Mon, 30 Dec, 2024 at 5:00 PM
Setting up your RecTrac (VSI) Integration
Please note: Your organization must be running RecTrac version 3.1.10.17.00 or above.  Here's how you can integrate your ePACT account with RecTrac. ...
Fri, 17 Jan, 2025 at 2:28 PM
How do I remove a File I uploaded for a user?
If you added a file or document for a participant and you now want to remove it, please follow these steps: 1. Click on the Files icon on their row. 2....
Fri, 27 Dec, 2024 at 4:12 PM
FAQ: In the invite, does the information in the brackets populate itself?
Yes! These curly brackets allow you to send multiple customized messages at once. Your organization's name will also be auto-filled so your members will...
Mon, 23 Dec, 2024 at 3:07 PM
FAQ: How do I add a member manually? Can you add this member for me?
It's very easy to add and invite a new member and should take just a minute to do. 1. On your dashboard, click on Add New Members>Add Manually. ...
Mon, 23 Dec, 2024 at 3:04 PM
How do I edit the "Verified Email"?
Verified email addresses are the email addresses that have been used to accept an invitation and create a secure link with your organization, so they cannot...
Wed, 18 Dec, 2024 at 11:54 AM
Organization Training Videos Playlist
Click to view a full list of all our available training videos.
Mon, 20 Jan, 2025 at 11:23 AM
Enterprise Package
ePACT's Enterprise package includes the following features (click on the name or view the attachment for more details!): Telephone/Email Support...
Wed, 24 Apr, 2024 at 3:07 PM
What is Auto-Archiving?
ePACT offers a solution for all your archiving needs. Instead of downloading (and printing) your records annually, our archiving module will track all chang...
Mon, 20 Jan, 2025 at 1:11 PM