How to Create a Template

Step 1: Create a New Template

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

• Select the appropriate product line and folder.

• Click Create Template to begin.

Step 2: Upload or Select a Document

• 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 additional placeholders by clicking Add Placeholder Recipient.

• For each recipient, 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 more details.

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

• The template will be saved in the selected folder. From here, you can click "Use Template" to create a document request with the preconfigured template. 
• You can also edit, duplicate, move, or delete the template as needed.

That's it!