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How to Configure Documents

Documents in Pactvera are the core of your digital agreements — contracts, disclosures, NDAs, or any PDF that needs a verified signature. You can configure documents directly inside a Pactvera request or save them as templates for easy reuse.

1️⃣ Start a New Request

  1. Go to Outbox in the left sidebar.

  2. Click New Request to begin.

You can start fresh or select an existing template.

2️⃣ Upload or Select a Document

You’ll be prompted to either:

  • Upload New – Add your own PDF file, or

  • Select a Template – Use a document you’ve previously saved.

If uploading a new document:

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

  2. Choose your PDF and click Upload.

  3. Edit the Document Title if needed.

Advanced Options (optional):
Expand this section to configure extra settings such as:

  • External ID – Internal reference for tracking or integrations.

  • Allowed Signature Types – e.g., draw, type, or upload an image.

  • Date Format & Time Zone – Controls how timestamps appear.

When finished, click Continue, or Save as Draft to come back later.

3️⃣ Add Signers

You’ll now define who will receive and sign the document.

  1. The Signing Order toggle is off by default (signers can sign in any order).

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

  3. Choose their role:

    • Needs to Sign (default)

    • Needs to View

    • Receives a Copy

When all signers are added, click Continue.

💡 You can include as many signers as needed, including both individuals and organizations.

4️⃣ Place and Configure Fields

You’ll now assign signature and data fields to each signer.

  1. Recipient 1 is selected by default.

  2. Drag and drop fields onto the document.

  3. Use the recipient dropdown to switch between signers and place their fields.

Available Field Types:

  • Signature

  • Initials

  • Name

  • Date

  • Email

  • Text

  • Number

  • Checkbox

  • Radio Button

  • Dropdown

Each field can be customized — click a field to open its settings panel for:

  • Label and display name

  • Validation (e.g., required or optional)

  • Formatting options (font size, alignment, etc.)

🧠 Refer to the Field Types Guide for detailed descriptions and advanced settings.

When finished, ensure each signer has at least one field, then click Continue.

5️⃣ Customize Messaging and Send

  1. Add a custom Subject and Message for the email notification.

    • If left blank, a default message will be used.

  2. Review your document, recipients, and fields one last time.

When ready:

  • Click Add to Request to add it to the Pactvera, or

  • Choose Save as Draft to finish later.

6️⃣ (Optional) Save as a Template

If this document setup will be reused often:

  1. Click Save as Template before or after sending the Pactvera.

  2. Enter a name.

  3. Choose the correct product line folder (e.g., KYC Documents, VUMP Agreements, etc.).

  4. Select a subfolder.

  5. Click Save.

Your document will now appear under Document Templates and can be inserted into any future Pactvera with one click.

✅ That’s it!
You’ve configured a document for your Pactvera. Once sent, your recipients will be able to review, sign, and verify it securely using ChainIT ID — with every action recorded and tokenized for full audit traceability.