ePACT For Organizations

VIDEO - Organization Administrator Dashboard Tour
Fri, 1 Nov, 2019 at 12:39 AM
VIDEO - Navigating Member Records
Fri, 1 Nov, 2019 at 12:39 AM
VIDEO - Search and Filter & Running Reports
Fri, 1 Nov, 2019 at 12:39 AM
Can I change my organization's waivers or consent questions?
While it is possible to edit your waivers and consent questions at any time, there are a few things to consider before requesting an edit from your account ...
Thu, 14 Nov, 2019 at 10:21 AM
Which Upload Type should I pick?
The Upload Type you select will depend on the type of spreadsheet you're adding. Add New: Select this option  if you are uploading a list of new me...
Thu, 2 Apr, 2020 at 10:01 AM
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...
Thu, 14 Nov, 2019 at 10:30 AM
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 ...
Thu, 14 Nov, 2019 at 10:50 AM
Setting up your RecTrac (VSI) Integration
Here's how you can integrate your ePACT account with RecTrac. 1. After your account has been set up, ePACT will supply you with an API client key. ...
Thu, 14 Nov, 2019 at 10:59 AM
How do I remove a File I uploaded for a user?
If you add a file or document for a participants, and you now want to remove it, please follow these steps: 1. Click on the Files icon on their row. ...
Thu, 14 Nov, 2019 at 11:04 AM
VSI Group Name Changes - September 2019
  VSI is updating the way RecTrac Activity Sections are converted to Group Names in ePACT.  Based on customer feedback, more detailed identifying informa...
Thu, 14 Nov, 2019 at 11:10 AM