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Best Practices for Using Templates

Learn best practices for using templates in Pactvera — including how to organize document, form, and Pactvera templates by product line, name them clearly, and keep them updated for faster, compliant digital agreement workflows.

🏷️ 1. Use Clear, Descriptive Names

Give every template a name that makes its purpose obvious at a glance.

  • ✅ Good: “KYC – Individual Verification Form”

  • ⚠️ Avoid: “Form 1” or “Template Copy”

This helps your team quickly find the right template when creating new Pactveras.

🗂️ 2. Organize by Product Line and Workflow

Use the system-generated folders for each product line (KYC, KYB, VUMP, etc.) and create subfolders for internal structure, like:

  • /KYC/Customer Onboarding

  • /KYB/Entity Verification

  • /VUMP/Loan Closings

Consistent folder naming keeps your libraries clean and easy to navigate.

🔁 3. Save Reusable Elements as Templates

If you find yourself reusing the same document or form setup more than once — save it as a template.

  • Forms with standard identity fields

  • Repeated NDAs, loan agreements, or attestations

  • Common onboarding checklists

This prevents mistakes and ensures every instance uses the most recent approved version.

🧱 4. Use Pactvera Templates for Complete Processes

Document and form templates are great for individual pieces, but Pactvera Templates save entire processes — perfect for:

  • Loan or grant disbursements

  • Real estate closings

  • KYC onboarding workflows

  • Officer attestation packages

These templates include all attached documents, forms, recipient roles, and logic, letting you launch a ready-to-send Pactvera with one click.

⚙️ 5. Review Compatibility Rules Before Saving PV Templates

Some product lines have restrictions that ensure the Pactvera functions correctly.
When creating a PV Template, click User Guide in the setup window to review:

  • Supported document and form types

  • Required recipient roles

  • Conditional or logic limitations

Following these ensures your template stays valid and reusable across your organization.

🔒 6. Keep Templates Up to Date

Periodically review your template library to remove outdated versions and update any changed requirements, forms, or fields.
This keeps everyone working from the latest approved content and avoids compliance issues.

✅ Summary:
Templates keep your workflows fast, consistent, and compliant. Use folders for organization, clear naming for visibility, and Pactvera Templates for full end-to-end process automation.