ePACT For Organizations
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
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
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
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
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
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
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
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
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
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