How to Use Templates in Pactvera
Templates save time by letting you reuse frequently used documents, forms, and entire Pactveras. Anything you create — a document, form, or complete Pactvera setup — can be saved as a template for future use.
1️⃣ Types of Templates
You can create and manage three types of templates in Pactvera:
| Template Type | What It Includes | Where It’s Used |
|---|---|---|
| Document Template | Reusable agreements, contracts, or files with preconfigured fields and recipients. | Used when adding documents to a Pactvera. |
| Form Template | Reusable form layouts built in the form editor. | Used when adding forms to a Pactvera. |
| Pactvera Template (PV Template) | A complete preconfigured Pactvera — including documents, forms, recipients, and rules. | Used to instantly create new Pactveras. |
2️⃣ Saving a Template
Whenever you create a document, form, or Pactvera, you can save it as a template:
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Open the document, form, or Pactvera you want to reuse.
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Click Save as Template.
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Enter a clear name and description.
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Choose where it belongs (folder or product line).
💡 Example: You might save a “W-9 Form” as a Form Template or a “Standard NDA” as a Document Template for quick use later.
3️⃣ Organizing Templates
📄 Document and Form Templates
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Each product line has system-generated folders — for example:
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KYC Documents
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KYB Forms
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Sportafi Agreements
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You can freely create subfolders inside these to keep everything organized.
🧾 Pactvera (PV) Templates
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Pactvera templates are organized differently.
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Instead of folders, you associate each PV template with one or more product lines (e.g., KYC, KYB, VUMP).
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Certain product lines have built-in restrictions to ensure templates stay compatible with their specific workflows.
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When creating a PV Template, click User Guide to see a full breakdown of those restrictions.
4️⃣ Using a Template
When you’re ready to create a new Pactvera:
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Go to Pactvera > Outbox.
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Click New Request → Create a Request.
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Select Use Template.
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Choose any Pactvera Template.
The system will automatically load the selected template with all of its saved settings — fields, recipients, and logic — so you can send it right away or make quick edits before sending.
✅ That’s it!
Templates make it easy to standardize your workflows, ensure consistency across teams, and save time when creating repeat agreements or compliance forms.