How to Configure Documents in a Pactvera

Before You Begin

Before configuring a document, make sure:

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

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

Step 1 — Add a Document

Open your Pactvera and add a document:

• Upload a PDF file, or
• Select a document template

When uploading a new document:

• Add your file
• Confirm or update the document title
• Continue to the next step

Optional Settings

You can configure additional settings if needed:

• External ID — Internal reference for tracking or integrations
• Allowed Signature Types — Control how participants can sign
• Date Format and Time Zone — Define how timestamps appear

These settings are optional and can be adjusted based on your workflow.

Step 2 — Assign Actions to Parties

Next, assign actions for each party in the Pactvera.

For each action:

1. Select a party from the Pactvera party list
2. Assign an action:

• Needs to Sign — The party must complete and sign the document
• Needs to View — The party must open and review the document
• Receives a Copy — The party receives the final document after completion

Only Sign and View actions are required for the Pactvera to complete.

How Party Assignment Works

The way actions are fulfilled depends on the type of party:

• If the party is an organization
  • The organization receives the request
  • An authorized individual within that organization completes the action
• If the party is within your own organization
  • You must select the appropriate authorized signer when assigning the action
• If the party is an individual
  • That individual completes the action directly

This ensures that actions are completed by the correct, authorized person.

Signing Order (Optional)

By default, parties can complete their actions in any order.

You can enable Signing Order to require actions to be completed in a specific sequence.

Step 3 — Place and Configure Fields

After assigning actions, add fields to the document:

• Select a participant (signing party)
• Drag and drop fields onto the document
• Assign each field to the correct party

Common field types include:

• Signature
• Name
• Date
• Text or number fields
• Checkboxes and dropdowns

Each signing party must have the required fields assigned before sending.

What Recipients Will Experience

When the Pactvera is sent:

• Parties receive an email with a link
• They open the Pactvera in the ChainIT ID App
• The appropriate individual completes the assigned action

Each participant only sees the fields and tasks assigned to them.

Before You Send (Recommended Checklist)

Before sending your Pactvera, confirm that:

• All parties are correctly added at the Pactvera level
• Each action is assigned to the correct party
• Authorized signers are selected where required
• All required fields are placed and assigned
• The document displays correctly

Summary

Configuring documents in a Pactvera allows you to:

• Assign actions to predefined parties
• Ensure the correct individuals complete each step
• Collect required signatures and inputs
• Prepare the agreement for accurate and efficient completion