PactSafe Success Center

Emails Sent from PactSafe 10

• Customizing your "from" domain for outbound emails
• What emails are sent from PactSafe? And to whom?
• Why would I customize the emails sent through PactSafe?
• What are all these {{{things}}} in my Email templates?
• Emails Explained: Clickwrap Acceptance Notification

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Support Hours and Communication 1

• PactSafe Support Hours

Getting Started 5

• Setup PactSafe Vault in 4 steps: Display Contracts on a Website
• What does PactSafe do?
• Updating your Account Settings
• Pasting in your first contract
• Is the "I Agree" and "agree" language legally binding?

Contracts 10

• Creating and Publishing Contracts
• Sending contracts and requesting signatures
• What is Identity Confirmation?
• Why isn't the formatting for my contract headline showing up?
• Copy and paste from a Word (or Pages) Document isn't working

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Groups 10

• Setting up PactSafe: What is a Group?
• Why do I need Groups?
• Creating and Managing Groups
• What is a Hosted Form?
• Loading a Group on any web page

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Sites 5

• Setting up PactSafe: What is a Site?
• Adding a new Site
• How to Update your Site properties
• How to Invite Users to your Account
• Switching Sites in PactSafe

Respondents 1

• What is a Signer?

The Legal Center 2

• What is the Legal Center?
• Why can't I see all my agreements in the Legal Center?

The PactSafe Certification 0

Signature Requests 1

• What does it mean to "Force scroll"?

API 4

• REST API Documentation
• Using the Activity API
• Activity API Documentation
• Server-side flow for sending acceptance of a Group's Contracts

Javascript Library 7

• The PactSafe Snippet
• Global Object Methods
• Standard Methods
• Agreement "Group" Methods
• How do I send a Response to PactSafe without a checkbox?

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Troubleshooting 1

• What if PactSafe isn't blocking my form submission properly?

Using Fields to populate a Contract 8

• What are "Contract Fields" (a.k.a. "Tokens")?
• Configuring Contract Fields in a Signature Request
• How do I use a Contract Field (Token)?
• Configuring Contract Fields using the JavaScript Library
• What are "Signer Fields"?

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Embedding a Contract on your website 7

• Configure your Group to get started
• Setting up development environments in PactSafe
• How do I style my Legal Center to match my brand?
• Customizing your Legal Center domain
• Troubleshooting: My Group of Contracts isn't showing up

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Working with PDFs 7

• How do I add a Signature Block to my PDF?
• How do I Assign Different Signature Blocks to Different Signers?
• What Does the Signing Process Look Like to the Signer?
• Uploading a PDF During a Signature Request?
• Upload a PDF Contract Template

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Sending a Contract for Signature 7

• Uploading contracts as you go
• Revising a contract after it's been sent
• Sending Your First Contract for Signature
• Why Isn't my Contract Showing up When I go to Send a Contract?
• Identity Confirmation: What is it and why Should I use it?

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Working with Contract Signatures 1

• How do I add a Signature to my Contract?