How to Create a Document Request 

Step 1: Start a New Request

• Go to Pactvera in the left sidebar, then select Requests.

• Click New Request to begin.

Step 2: Upload or Select a Document

• Choose Upload New to upload your own PDF, or Select a Template to use an existing one.

• If uploading: click Add File (or drag and drop), select your PDF, and click Upload.

• You can edit the document title if desired.

• Expand Advanced Options to set:

  • External ID

  • Allowed signature types

  • Date format

  • Time zone

• Click Continue, or choose Save as Draft to return later.

Step 3: Add Signers

• You’ll see an option for Signing Order (disabled by default).

• Add each signer by entering their email or selecting them from Contacts.

• For each signer, choose their role:

  • Needs to sign (default)

  • Needs to view

  • Receives a copy

• Click Continue.

Step 4: Place Signature Fields

• Signer 1 is selected by default. Drag and drop fields onto the document for them.

• Use the signer dropdown to switch to Signer 2, and place fields for them.

• Available field types include: Signature, Initials, Email, Name, Date, Text, Number, Radio, Checkbox, Dropdown.

• Each field has advanced settings—refer to the Field Types guide for additional details.

• To add more signers, click Add Signer.

• Ensure at least one field per signer is placed, then click Continue.

Step 5: Customize Email and Send

• Optionally add an email Subject and Message. If left blank, a default message is used.

• Click Send Request to dispatch the request, or Save as Draft to come back later.