How to Create and Send a Pactvera

1️⃣ Start a New Pactvera

1. Go to Pactvera > Outbox in your dashboard.

2. Click New Request.

3. Click Create a Request to start from a template or build from scratch.

2️⃣ Choose Recipient Type

➤ If sending to an Individual

1. Select Individual as the recipient type.

2. Add your documents or forms:

   • Create new, or

   • Choose from existing templates.

3. Configure your fields (signature boxes, date fields, initials, etc.).

4. Add your recipients — you can include as many individuals as needed in one Pactvera.

5. (Optional) Add a custom message to include instructions or context for signers.

💡 There are no restrictions on the number of individuals you can include in a Pactvera.

➤ If sending to an Organization

1. Select Organization as the recipient type.

2. Choose an organization from your Contacts list.

   • If the organization isn’t there yet, invite them first through Contacts before continuing.

3. Add documents or forms, either new or from templates.

4. Configure the fields and include a message if needed.

5. You don’t select a specific signer inside the organization — their Org Admin will assign the signer once they receive the Pactvera to ensure the user has authority to execute documents on behalf of the organization.

3️⃣ Configure & Review

• Documents: Add or adjust signature fields, initials, text boxes, and dates.
  Click here for a deep dive on configuring documents.

• Forms: Create form fields, required inputs, and pre-filled data if applicable.
  Click here for more information on configuring forms.

• Templates: Save your setup as a reusable template for next time.
  Click here to learn more about templates.

When everything looks good, click Send.

4️⃣ After You Send

• Any new users who aren’t in your contacts will automatically get an invite to onboard.

• Once invited, they’ll receive tasks to complete the documents or forms you’ve sent.

• You’ll be taken back to your Outbox, where the new Pactvera appears at the top of the list.

5️⃣ Track Your Pactvera

1. Click the Pactvera in the Outbox to open Pactvera Details.

2. The Touch Audit in the Summary shows tokenized details of the Pactvera, including proof of who sent it.

3. The Who section lists all recipients.

   • Click any name to open that user’s detail page.

4. The What section shows each document and form.

   • As recipients sign or submit, their status updates to Completed or Submitted.

   • Click to expand and view the Who, What, When, and Where of each submission.

5. The When section displays the full audit log of the Pactvera.

6. The Where section shows an interactive map of all signer interactions.

   • Click any pin to view details such as device used, timestamp, and location data.

Each submission or signature includes its own tokenized 4Ws —
Who, What, When, and Where — complete with biometric authentication photo, GPS coordinates, timestamps, and device ID.

6️⃣ Validate and Verify

• Every Pactvera and signature generates a QR code that links to a tamper-proof validation record.

• You (or any third party) can scan the QR code to independently verify it through the ChainIT Check website.

✅ That’s it! You’ve created and sent your Pactvera.
You can now monitor progress, view live audit details, and share verified proof — all within the ChainIT platform.