How to Configure Forms

1️⃣ Create or Open a Form

1. In the Pactvera dashboard, go to Pactvera > Outbox.

2. Create a new Pactvera or open an existing one.

3. Choose Add Form.

   • You can create a new form or select a template from your saved forms.

💡 Use templates for repeatable forms like “Loan Application,” “Officer Attestation,” or “Customer Intake.”

2️⃣ Add Form Fields

When the Form Builder opens, you’ll see the Form editor, which uses drag-and-drop components.

Common Field Types:

• Text Field – For short answers like name, title, or company.

• Email / Phone – Automatically validates email or phone formats.

• Number – For numerical entries (e.g., age, loan amount).

• Date / Time – Captures dates and timestamps.

• Select / Dropdown – Provides predefined options.

• Checkbox / Radio Buttons – Yes/No or multiple-choice responses.

• File Upload – Lets users attach supporting documents.

• Signature – Adds a digital signature box (verified via ChainIT ID).

To add a field:

1. Drag the desired component from the left panel into your form.

2. Click the gear icon on the field to open its settings window.

3. Update the Label (what the user sees) and Key (internal field name).

4. Use the Validation tab to make a field required or set allowed formats.

3️⃣ Add Logic and Conditions (Optional)

You can make your form smarter by showing or hiding fields based on how users answer other fields.

To set a condition:

1. Click the field you want to control (for example, a Text Area).

2. Go to the Conditional tab at the top of the settings panel.

3. Under Simple, you’ll see three options:

   • This component should Display:
     Choose whether the field should Show or Hide when a condition is met.

   • When the form component:
     Select the field that will trigger this condition (for example, “Entity Type”).

   • Has the value:
     Enter the exact value that should cause the display change (for example, “Corporation”).

4. Click Save when finished.

Example:

You want a “Business License Number” field to appear only when someone selects “Corporation” as their entity type.

• This component should Display: True

• When the form component: Entity Type

• Has the value: Corporation

Once saved, the “Business License Number” field will only show up when the user selects “Corporation.”

4️⃣ Save and Preview

1. Click Save Form to store your configuration.

2. Use Preview to see what recipients will experience before sending.

3. When satisfied, click Done — the form is now attached to your Pactvera.

5️⃣ Assign Recipients

• Each form can have one recipient.

• To send the form to multiple recipients, simply click Duplicate, then Edit and add the second recipient to the duplicated form.

• Each recipient will receive a task in their ChainIT ID App to fill out and submit the form.

🧠 Tip: You can include both forms and documents in the same Pactvera.

6️⃣ Review Submissions

After sending the Pactvera:

• Go to Pactvera > Outbox and open the Pactvera Details.

• In the What section, find your form listed.

• Once the recipient submits, it will show as Submitted or Completed.

• Click to view tokenized metadata (Who, What, When, Where) for audit and compliance.

7️⃣ Reuse as a Template

To save time for future workflows:

1. Click the action button on a form.

2. Click Save as Template.

3. Select a product line, then select a folder to store it in.

4. Give it a clear name and description (e.g., “KYC Customer Form”).

5. Next time you create a Pactvera, you can select it from the template list.

✅ You’ve configured your first Pactvera Form!
Your form is now live, traceable, and tokenized — every submission is securely tied to a verified identity via ChainIT ID.