ePact for Beginners: Start Here
ePact for Beginners: Start Here
Welcome to ePact! Maybe your boss just said "we need to use that ePact thing," or maybe you've decided yourself that the paper chaos must stop now. No matter how you landed here, this guide is for you who has 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 Really?
Think of ePact as your digital contract assistant:
- Send documents for signature online
- Recipients sign with MitID (or other method)
- Everything saved securely in the cloud
- You can track the process all the way
Imagine sending a contract by mail, but where you can see when it's opened, read, and signed - and where it never gets lost.
Your First Login
Step 1: Get Access
If your company already uses ePact:
- Ask admin to create you as user
- You get an invitation by email
- Click the link and create your profile
If you're completely new:
- Go to epact.dk
- Choose "Try free"
- Follow the setup guide
Step 2: First Look Around
When you log in, you meet the dashboard. It might look overwhelming, but focus on these three things:
- "New signature" - the big button you'll use most
- "Documents" - where everything you send and receive is
- "Templates" - your shortcuts to quick documents
Send Your First Document
Let's start simple - send a test to yourself:
1. Click "New Signature"
The big blue button. You can't miss it.
2. Upload Document
- Drag your file in (PDF works best)
- Or click "Choose file"
- Wait for upload to finish
3. Add Recipient
- Write your own email
- Choose "Must sign"
- Add optional message
4. Place Signature Field
Here it gets fun:
- Click where signature should be
- Drag box to right size
- Repeat if multiple need to sign
5. Send Away
- Check everything looks right
- Click "Send"
- 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 (scroll all the way down)
- Click signature field
- Choose signature method (MitID recommended)
- Follow instructions
- Done! You get receipt by email
The 5 Most Used Features
1. Status Tracking
Go to "Documents" and see:
- 🟡 Pending = not opened yet
- 🔵 Opened = recipient has looked
- ✅ Signed = done!
2. Reminders
Recipient forgot to sign?
- Find the document
- Click "Send reminder"
- Automatic friendly reminder sent
3. Templates
Sending same type document often?
- Upload once
- Save as template
- Reuse with new recipients
4. Multiple Signers
Should both you and customer sign?
- Add multiple recipients
- Choose order
- ePact controls the flow
5. Download Finished Documents
- Find signed document
- Click "Download"
- Save locally if necessary
Typical Beginner Questions
"Can recipients sign without MitID?" Yes! They can choose:
- Handwritten signature (draw on screen)
- SMS verification
- Email approval (You decide which options)
"What if I send to wrong email?"
- Find document quickly
- Click "Cancel"
- Send again to right address
"How long are documents saved?" 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.
Good Habits from Start
Name Sensibly
Instead of: "Contract_final_v2_right.pdf" Use: "2024-11-Service_Agreement-Company_Ltd.pdf"
Organize with Folders
- Create folders for different document types
- Keep overview from day 1
Use Messages
Always add friendly message to recipient: "Hi [Name], here's the agreement we discussed. Call if you have questions!"
Test Before It Gets Critical
Practice on unimportant documents before the big million contract.
What Now?
You've now sent and received your first digital document. What's next?
Week 1: Practice Basic Functions
- Send 5-10 documents
- Try different document types
- Test reminders
Week 2: Explore Templates
- Create your first template
- Test bulk sending
- Organize your folders
Month 1: Become Power User
- Learn advanced features
- Integrate with other systems
- Share knowledge with colleagues
When You Need Help
ePact Support
- Chat bubble bottom right
- support@epact.dk
- Phone (see website)
Self-Help
- Help center (inside ePact)
- Video guides
- This document!
Colleagues
- Ask those already using it
- Share tips and tricks
- Learn from each other's mistakes
Your Checklist
☐ Create user/get access ☐ Send document to yourself ☐ Sign your test document ☐ Send document to colleague ☐ Create your first template ☐ Organize with folders ☐ Tell others about your success!
Conclusion: You're Started!
Congratulations! You're now officially an ePact user. Yes, there's much more to learn, but the most important thing you've already mastered: Sending and receiving digital signatures.
Remember: All experts started as beginners. Every time you use ePact, you get better. In a month, you'll wonder how you ever worked with paper.
Welcome to the digital world. It's going to be a good journey!
