How to Configure Documents

Step 1 — Start a New Request

Go to Sent in the left sidebar.

Click New Request to begin.

You can either:

• Start a new request, or

• Select an existing template

Templates allow you to reuse document layouts, fields, and configurations.

Step 2 — Upload or Select a Document

You will be prompted to either:

• Upload New – Add your own PDF file

• Select a Template – Use a previously saved document template

If uploading a new document

1. Click Add File (or drag and drop your document).

2. Select your PDF.

3. Click Upload.

4. Edit the Document Title if needed.

Advanced Options (optional)

Expand Advanced Options to configure additional settings such as:

• External ID – Internal reference for tracking or integrations

• Allowed Signature Types – Choose whether recipients can draw, type, or upload a signature

• Date Format & Time Zone – Controls how timestamps appear in the document

When finished, click Continue, or choose Save as Draft to return later.

Step 3 — Add Recipients and Define Actions

Next, specify who will interact with the document.

Add each recipient by:

• Entering their email address, or

• Selecting them from your Contacts

For each recipient, choose one of the following actions:

Needs to Sign

The recipient must sign the document.

Needs to View

The recipient must open and view the document before the agreement can complete.

Receives a Copy

The recipient will receive the completed document after all required actions are finished.

Recipients with Receives a Copy actions do not block Pactvera completion.

Signing Order

The Signing Order toggle is off by default.

When off, recipients can complete their actions in any order.
If enabled, recipients must complete actions in the defined sequence.

When all recipients and actions are configured, click Continue.

Step 4 — Place and Configure Fields

Next, place the required fields on the document.

Recipient 1 is selected by default.

Drag and drop fields onto the document where they should appear.

Use the recipient dropdown to switch between recipients and place fields for each one.

Available Field Types

You can add the following field types:

• Signature

• Initials

• Name

• Date

• Email

• Text

• Number

• Checkbox

• Radio Button

• Dropdown

Customize Field Settings

Click any field to open its settings panel, where you can configure:

• Field label and display name

• Validation rules (required or optional)

• Formatting options such as font size or alignment

Verify Required Fields

Before continuing, confirm that:

• Every Needs to Sign recipient has a signature field assigned

• All required fields are mapped correctly

Then click Continue.

Step 5 — Customize Messaging and Send

Add a Subject and Message for the email notification.

If left blank, a default message will be used.

Review your document, recipients, and fields one final time.

When ready, choose one of the following:

• Add to Request to attach the document to the Pactvera

• Save as Draft to finish later

Step 6 — (Optional) Save as a Template

If this document setup will be reused frequently, you can save it as a template.

Click Save as Template before or after sending the Pactvera.

Then:

1. Enter a template name.

2. Select the appropriate product line folder.

3. Choose a subfolder if applicable.

4. Click Save.

The document will now appear under Document Templates and can be reused in future Pactveras.

Once the Pactvera is sent, recipients will be able to review, sign, or view the document according to their assigned action. All actions are recorded as part of the Pactvera audit trail.