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What Happens After You Send a Pactvera

Once you send a Pactvera, it moves into an active state where participants complete their assigned actions. This guide explains what happens next and what to expect.

1. Recipients Receive a Notification

After you click Send:

  • Participants receive an email notification
  • The email includes a link to open the Pactvera

From there, they can access it in the ChainIT ID App to complete their task.

2. Each Participant Gets a Task

Every participant is assigned an action as part of the Pactvera:

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

Only “Needs to Sign” and “Needs to View” actions block completion.

3. Participants Complete Their Actions

Each participant:

  1. Opens the Pactvera from their email
  2. Accesses it in the ChainIT ID App
  3. Completes their assigned task (sign, view, or submit a form)

Actions may happen:

  • One at a time (if Completion Order is enabled), or
  • Independently (if Completion Order is disabled)

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

4. Progress Updates in Real Time

As participants complete their actions:

  • The Pactvera status updates automatically
  • You can track progress in your Sent view
  • Each completed action is recorded as part of the agreement

5. When the Pactvera Is Complete

The Pactvera is considered complete when:

  • All “Needs to Sign” actions are finished
  • All “Needs to View” actions are completed

At that point:

  • The agreement is finalized
  • A complete record is generated
  • “Receives a Copy” participants are notified and receive the final version

6. What You Get After Completion

Once complete:

  • A final version of the Pactvera is available
  • All actions are recorded with timestamps and participant details
  • You can access it anytime from your Pactvera list

This record reflects:

  • Who completed each action
  • What was completed
  • When it happened

7. If Something Doesn’t Get Completed

If a participant does not complete their task:

  • The Pactvera remains in progress
  • Completion is blocked until all required actions are finished

You may need to:

  • Follow up with the participant
  • Correct and resend the Pactvera if something was set up incorrectly