How to Configure Forms in a Pactvera

Before You Begin

Before configuring a form, ensure:

• All parties have already been added to the Pactvera
• Each party represents either:
  • An individual, or
  • An organization

Forms do not create new parties. Instead, they assign actions to the parties already defined in the Pactvera.

Step 1 — Add a Form

Open your Pactvera and add a form:

• Click Add Form
• Choose to:
  • Create a new form, or
  • Select a saved form template

Templates are useful for repeatable workflows such as onboarding forms, attestations, or data collection processes.

Step 2 — Build the Form

Use the form builder to design the fields participants will complete.

• Drag and drop components from the left panel into the form canvas
• Arrange fields in the desired order

Common field types include:

• Text, email, or phone fields
• Number and date inputs
• Dropdowns and selection fields
• Checkboxes and radio buttons
• File upload fields
• Signature fields

Configure Field Settings

For each field:

• Set the label (what the user sees)
• Define whether the field is required
• Apply validation rules (e.g., format, limits)

These settings ensure the form collects accurate and complete information.

Step 3 — Add Logic (Optional)

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

For example:

• Show additional fields only when a specific option is selected

This allows you to create dynamic forms that adjust based on input.

Recommendation: Use conditional logic only when needed. Keep initial forms simple for faster completion.

Step 4 — Save and Preview

Once your form is configured:

• Click Save Form
• Use Preview to review how it will appear to recipients
• Click Done to attach it to the Pactvera

Step 5 — Assign the Form to a Party

After adding the form, assign it to a party in the Pactvera.

• Select a party from the Pactvera party list
• Assign the action (typically form completion)

Each form is completed by one party.

If multiple parties need to complete the same form:

• Duplicate the form
• Assign each copy to a different party

How Party Assignment Works

The way the form is completed depends on the type of party:

• If the party is an organization
  • The organization receives the request
  • An authorized individual completes the form
• If the party is within your own organization
  • You must select the appropriate authorized individual
• If the party is an individual
  • That person completes the form directly

This ensures submissions are tied to the correct, authorized participant.

What Recipients Will Experience

When the Pactvera is sent:

• The assigned party receives an email with a link
• They open the Pactvera in the ChainIT ID App
• They complete and submit the form

Each participant only sees the form assigned to them.

Step 6 — Review Submissions

After the Pactvera is sent:

• Open the Pactvera from your Sent view
• Locate the form within the agreement

Once submitted, you can view:

• Who submitted the form
• What was submitted
• When it was completed
• Where the submission originated

This information is recorded as part of the Pactvera record.

Summary

Configuring forms in a Pactvera allows you to:

• Collect structured information from defined parties
• Assign form completion as part of an agreement workflow
• Ensure submissions are tied to verified individuals
• Maintain a clear and auditable record of responses