ePACT For Organizations
The Updates & Reports box will alert you if there are any undelivered email invitations or reminders. 1. Click View to filter which members have un...
Tue, 31 Dec, 2024 at 1:29 PM
When you have more than one members in To Be Invited status you can use the Quick Tasks box to send invites to all of them at once. 1. Make sure you...
Wed, 18 Mar, 2026 at 8:31 PM
When uploading a CSV Spreadsheet with your members or administrators to ePACT, it must use UTF-8 Encoding. Follow these steps to save your CSV Spreadshe...
Wed, 15 Jan, 2025 at 11:34 AM
Reviewing the validation results for your spreadsheet upload is incredibly important to ensure there are no errors for your member records in your ePACT acc...
Wed, 15 Jan, 2025 at 12:56 PM
Upload Settings allow you to create templates for your spreadsheets, so you do not need to adjust the headers for your information each time you upload a sp...
Wed, 18 Mar, 2026 at 8:36 PM
To Add: 1) Select the Administrator you would like to add to a group, "More Actions", and then "Add To Group" 2) Select the group(s) y...
Mon, 31 Aug, 2026 at 1:57 PM
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 ...
Fri, 2 May, 2025 at 11:15 AM
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 memb...
Mon, 23 Dec, 2024 at 3:39 PM
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