ePACT For Organizations

What kind of comments can I add?
You can add any kind of note you feel is relevant. Please note that other administrators can also view these, but members do not have access to comments. Th...
Wed, 13 Nov, 2019 at 11:35 AM
How do I add a member to my group?
At this time, only Organization Administrators can add members to a group.  While on the "All Member Records" tab:    Check off their name ...
Wed, 13 Nov, 2019 at 11:35 AM
I've received a paper form. How do I notify the system?
To indicate that paper forms have been submitted:    Select the member that submitted the paper form Click on the blue More Actions button on the right ...
Wed, 13 Nov, 2019 at 11:37 AM
How do I remove a member from my group?
To remove a member while viewing your All Group Member Records list, please:   Check off their name Click on More Actions > Remove from Group Click ...
Wed, 13 Nov, 2019 at 11:42 AM
How do I send new invites or reminders?
To send new invites or reminders:   Check off the member(s) who you want to invite or remind Click on Message Members Select Invite or Reminder Add any...
Wed, 13 Nov, 2019 at 11:43 AM
Can I view the records on my mobile device?
Yes, you can. ePACT is currently optimized for mobile use, our website and most of its features are accessible on our app, which can be downloaded on smartp...
Wed, 13 Nov, 2019 at 11:44 AM
What do I do when a member who submitted a paper form now wants to use ePACT?
To return a member to an electronic submission:    Check off their name Click on More Actions Click on 'Using ePACT'  This will return t...
Wed, 13 Nov, 2019 at 11:45 AM
What does Decline and Reset member mean?
You'll notice 2 new administrator tools when you click the Edit icon for a member:     Decline member means the member or their parent has decl...
Wed, 13 Nov, 2019 at 11:46 AM
How do I remove multiple members from a group?
While on the All Member Records tab, select the member or members you need to remove. Click on More Actions > Remove from Groups. Select the co...
Wed, 13 Nov, 2019 at 11:47 AM
What does it mean when a record is unlinked?
When a member record is unlinked, this means the member has chosen to disconnect themselves from your organization. Their record will likely then be moved f...
Wed, 13 Nov, 2019 at 11:48 AM