How to Create and Send a Pactvera

Step 1 — Create the Pactvera and Add Parties

Start by creating a new agreement:

• Click New Pactvera
• Choose to create from scratch or use a template

Next, add all parties involved in the agreement.

Parties represent the individuals or organizations participating in the Pactvera. They are defined at the agreement level and used throughout all documents and forms.

Parties may:

• Sign
• Review
• Or receive a copy of the completed agreement

You can add parties using:

• Email address
• Existing ChainIT ID

(Optional) Add role labels (e.g., Buyer, Seller) to help organize parties.

Once added, this party list defines who can be assigned actions later in the Pactvera.

Click here to learn more about Parties and Actions in Pactvera.

Step 2 — Add Documents or Forms

Attach the materials that parties will complete:

• Upload a document or select a document template
• Add a form or select a form template

Each document or form is configured separately, but all actions will reference the same party list defined in Step 1.

Step 3 — Assign Actions to Parties

For each document or form, assign what each party must do.

Actions are assigned within the document or form, but always apply to the parties already added to the Pactvera.

Available actions include:

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

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

How Party Assignment Works

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

• If the party is an organization
  • The request is sent to the organization
  • 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 always completed by the correct, authorized person.

Step 4 — Map Required Fields (Documents Only)

If your Pactvera includes a document:

• Open the document editor
• Assign each signature or input field to the correct party
• Confirm that all required fields are properly mapped

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

Step 5 — Send the Pactvera

Click Send to deliver the agreement.

Parties will:

• Receive an email notification
• Open the Pactvera through the ChainIT ID App
• Complete their assigned actions

Parties who only receive a copy will be notified after completion.

Step 6 — Track Progress

You can monitor the Pactvera as it progresses:

• View which parties have completed their actions
• Identify any remaining steps
• Track overall completion status

The Pactvera is complete when all required Sign and View actions are finished.

After Completion

Once completed:

• A final version of the Pactvera is generated
• All actions are recorded with timestamps
• Parties who receive a copy are notified

The final record provides a clear history of:

• Who completed each action
• What was completed
• When each action occurred

Summary

Creating and sending a Pactvera allows you to:

• Define all parties at the agreement level
• Assign actions within documents and forms
• Ensure the correct individuals complete each step
• Send agreements securely
• Track progress and completion in real time
• Maintain a complete and reliable record of activity