ePact for Beginners: Start Here
ePact for Beginners: Start Here
Welcome to ePact! Maybe your boss just said "we need to start using that ePact thing," or maybe you've decided yourself that the paper chaos needs to stop. Whatever brought you here, this guide is for you if you've never sent a digital contract before.
In 30 minutes, you'll be ready to send your first digital signature. Let's get started.
What Is ePact Actually?
Think of ePact as your digital contract assistant. You send documents for signature online, recipients sign with MitID or another method, everything is stored securely in the cloud, and you can follow the process all the way.
Imagine sending a contract by post, but where you can see when it's opened, read, and signed – and where it never gets lost.
Your First Login
1. Get Access
If your company already uses ePact, ask admin to create you as a user. You'll receive an invitation by email and click the link to create your profile. If you're completely new, go to epact.dk, select "Try for free" and follow the setup guide.
2. The First Look Around
When you log in, you'll see the dashboard. Focus on these three things: "New signature" is the big button you'll use most. "Documents" is where everything you send and receive is stored. "Templates" are your shortcuts to quick documents.
Send Your First Document
Let's start simple – send a test to yourself:
1. Click "New Signature"
The big button. You can't miss it.
2. Upload Document
Drag your file in (PDF works best) or click "Choose file". Wait for the upload to finish.
3. Add Recipient
Enter your own email, select "Must sign" and optionally add a message.
4. Place Signature Field
Click where the signature should be, drag the box to the right size, and repeat if multiple people need to sign.
5. Send It Off
Check that everything looks right, click "Send" and check your email!
Receive and Sign
Now you switch hats – you're the recipient. Open the email from ePact, click the link "View and sign document", read the document and scroll all the way down. Click the signature field, choose signature method (MitID recommended) and follow the instructions. Done! You'll receive a receipt by email.
The 5 Most Used Features
1. Status Tracking
Go to "Documents" and see the status: Awaiting means not opened yet, Opened means recipient has looked, and Signed means complete.
2. Reminders
Recipient forgot to sign? Find the document and click "Send reminder". Automatic friendly reminder sent.
3. Templates
Do you send the same type of document often? Upload once, save as template, and reuse with new recipients.
4. Multiple Signers
Do both you and the customer need to sign? Add multiple recipients, choose the order, and ePact manages the flow.
5. Download Completed Documents
Find the signed document, click "Download" and save locally if necessary.
Typical Beginner Questions
Can recipients sign without MitID? Yes! They can choose handwritten signature, SMS verification, or email approval. You decide which options are available.
What if I send to the wrong email? Find the document quickly, click "Cancel" and send again to the correct address.
How long are documents stored? Forever, or until you delete them. ePact is your digital archive.
Is it legally binding? Yes! Digital signatures are just as valid as paper in Denmark and throughout the EU under eIDAS.
Good Habits from the Start
Name files sensibly. Instead of "Contract_final_v2_real.pdf" use "2024-11-ServiceAgreement-Company_Ltd.pdf". Organise with folders from day one. Always add a friendly message to the recipient. And test on unimportant documents before the big million-pound contract.
You're Up and Running!
Congratulations! You're now officially an ePact user. There's much more to learn, but you've already mastered the most important thing: Sending and receiving digital signatures.
Remember: All experts started as beginners. In a month, you'll wonder how you ever worked with paper.
