How to Configure Forms

Step 1 — Create or Open a Pactvera

In the Pactvera dashboard, go to Pactvera > Sent.

Create a new Pactvera or open an existing one.

Click Add Form.

You can either:

Create a new form, or
Select a template from your saved forms.

Templates are useful for repeatable workflows such as Loan Applications, Officer Attestations, or Customer Intake forms.

Step 2 — Add Form Fields

When the Form Builder opens, you will see the form editor with drag-and-drop components.

You can build your form by dragging components from the left panel into the form canvas.

Common Field Types

You can add the following field types:

Text Field – Short responses such as name, title, or company
Email / Phone – Automatically validates format
Number – Numerical values such as loan amount or quantity
Date / Time – Captures dates and timestamps
Select / Dropdown – Predefined options
Checkbox / Radio Buttons – Yes/No or multiple-choice selections
File Upload – Allows recipients to attach supporting documents
Signature – Adds a digital signature verified through ChainIT ID

Click here for more details about available form fields.

Configure Field Settings

After placing a field on the form:

Click the gear icon on the field.
Update the Label (what the user sees).
Update the Key (internal field name).
Use the Validation tab to:
- Make the field required
- Define allowed formats or limits.

Step 3 — Add Logic and Conditions (Optional)

You can configure fields to appear or hide based on user responses.

To add conditional logic:

Click the field you want to control.
Open the Conditional tab in the settings panel.
Under Simple, configure the condition.

You will define:

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

When the form component
Select the field that will trigger the condition.

Has the value
Enter the value that triggers the rule.

Example

If a form asks for Entity Type, you might only show a Business License Number field when the user selects Corporation.

Configuration example:

This component should Display: True
When the form component: Entity Type
Has the value: Corporation

Once saved, the Business License Number field will only appear when Corporation is selected.

Step 4 — Save and Preview the Form

Click Save Form to store your configuration.

Use Preview to review how the form will appear to recipients.

When finished, click Done.
The form will now be attached to your Pactvera.

Step 5 — Assign Recipients

Each form is assigned to one recipient.

If multiple recipients need to complete the same form:

Click Duplicate on the form.
Edit the duplicated form.
Assign the second recipient.

Each recipient will receive a task in their ChainIT ID app to complete and submit the form.

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

Step 6 — Review Submissions

After sending the Pactvera:

Open Pactvera > Sent and select the Pactvera.

In the What section, locate the form.

When the recipient submits the form, its status will show as Submitted or Completed.

You can open the form submission to view the associated metadata, including:

Who submitted the form
What was submitted
When the submission occurred
Where the submission originated

This information is recorded for audit and compliance tracking.

Step 7 — Save the Form as a Template

If the form will be reused in future workflows, you can save it as a template.

Open the form’s action menu and click Save as Template.

Then:

Select the appropriate product line.
Choose the folder where the template should be stored.
Enter a clear name and description (for example, KYC Customer Form).

The template will now appear in the form template library and can be reused in future Pactveras.

Once the Pactvera is sent, recipients can complete the form through their ChainIT ID app, and every submission is securely recorded as part of the Pactvera audit trail.