How to Create and Send a Pactvera

Step 1 — Create the Pactvera and Add Parties

Start a new agreement by clicking New Pactvera.

You can either:

Create a Pactvera from scratch, or
Start from a Pactvera template

Open the Parties section and add everyone involved in the agreement.

Add Organizations

Organizations can be added by:

Searching existing connections by name or ID, or
Inviting them using tax ID or email

Each legal entity should be added as a separate party.

Add Individuals

Individuals can be added using:

Email address, or
Existing ChainIT ID

Individuals signing on their own behalf must verify their identity with a passport or driver's license before they can sign.

Optional: Add Role Labels

You may label parties for clarity (for example: Buyer, Seller, Lender, Broker).

Once parties are added, this list becomes the agreement’s participant model.
Documents cannot introduce new parties later.

Step 2 — Add Documents or Forms

Attach the documents or forms that belong to the agreement.

You can:

Upload a document
Select a document template
Attach a form
Select a form template

Each document will have its own Party + Action configuration.

Step 3 — Configure Document Actions

For each document, define what each party must do.

Open the document’s Participants / Routing settings.

For every required action:

Select a Party from the Pactvera party list.
Select an Action:
- Needs to Sign – The party must sign the document.
- Needs to View – The party must open and view the document before the agreement can complete.
- Receives a Copy – The party only receives the final agreement after completion and does not block progress.

If someone only needs a copy of the completed agreement, choose Receives a Copy instead of Needs to View.

You may create multiple actions per party if needed.

Example:

Buyer — Needs to Sign
Seller — Needs to View

Internal Assignments

For your own organization:

An Organization Admin can assign actions to employees within that organization.
Employees must exist in the organization's employee ledger to be assigned.

For other organizations:

Do not assign specific users.
The receiving organization will assign their own employees.

Receives a Copy

Recipients with Receives a Copy actions are configured within documents.

These recipients are notified and receive a final copy after the agreement completes, but their actions do not block Pactvera completion.

Step 4 — Map Signature Fields

Open the document field editor.

Assign each signature field to the correct Needs to Sign action.

Example:

Buyer Signature → Buyer — Needs to Sign

Confirm that all signature fields are mapped to a signing action.

Step 5 — Send the Pactvera

Click Send to send the agreement.

Organization parties

An Organization Admin assigns the required actions to employees within their organization.

Individual parties

Individuals receive notifications and can complete their actions once they have verified their identity with a passport or driver's license.

View recipients

Recipients with Needs to View actions must open and view the document but do not sign.

Receives a Copy recipients

Recipients with Receives a Copy actions are notified and receive the completed agreement after all other required actions are finished.

Step 6 — Track Progress

You can monitor the status of all actions while the Pactvera runs.

The Pactvera is complete when all required signing and viewing actions are finished.

Once complete:

Receives a Copy recipients receive the final copy.
The system records the full agreement audit trail.