Welcome to PactSafe! Now that you’ve logged in to your account, you probably want to get some Contracts, such as your Terms & Conditions and Privacy Policy, up on your website as fast as possible so you can start adding and managing signatures in your PactSafe Vault. 

There are only a few steps to get started using the most seamless contract management solution available:

  1. Create your Contracts.
  2. Design and set up your Group.
  3. Publish your Contracts first, and then publish your Group.
  4. Copy and paste the PactSafe code for your Group onto your website or app.

1. Create your Contracts

A Contract in PactSafe is a legal document that you require people to agree to when they interact with you at certain times, such as when they:

  • use your website
  • purchase your product
  • sign up for your service
  • become an employee

Typically an attorney creates the content of these documents. Once you upload the Contracts into PactSafe, you can manage major and minor version changes over time. When a new version requires users to accept the changes, PactSafe prompts them to review the changes automatically.
You can upload Microsoft Word files or PDFs of your Contracts, or even paste or type the text into the PactSafe editor. Check out these step-by instructions on adding a Contract.

2. Design and set up your Group

A Group in PactSafe is a set of Contracts you present together to users on your website. For example, the Privacy Policy and Law Firm Terms of Service at the bottom of the form in the figure below are part of the same Group:

PactSafe Groups give you a lot of options and power to control what your Groups look like and what Contracts they contain. Check out this document for the step-by-step  on creating and managing Groups.

3. Publish your Contracts first, and then publish your Group

This one is particularly easy: publishing Contracts makes them available for people to see, and publishing your Group does basically the same thing for the Group itself. In order for your code snippet to load properly, you must publish both your Contracts and your Group. 

In both cases, this step is as simple as clicking the Publish button on the Contract or Group. It's better to publish the Contracts first just to avoid the risk that someone will come upon your public Group with no published Contracts in it.

Tip: Get an error? Group didn’t publish? Open a chat with us! 

4. Copy and paste the PactSafe code onto your website or app

Once you've published your Group, you can grab the code snippet and add it to your website or app. You use the same snippet for any Group, and you identify which Group you want to embed by referring to it by its Key value. 

Add the Global PactSafe snippet to your website

To get your account properly set up, you must first add the PactSafe snippet to your website (at a minimum on the pages you’d like to track). All you have to do is copy and paste the code below and replace XXXX-XXXXXXXXX with your own Site Access ID, which you can find here.

(function(w,d,s,c,n,a,b){w['PactSafeObject']=n;w[n]=w[n]||function(){(w[n].q=w[n].q||[]).push(arguments)}, w[n].on=function(){(w[n].e=w[n].e||[]).push(arguments)},w[n].once=function(){(w[n].eo=w[n].eo||[]).push(arguments)},w[n].off=function(){(w[n].o=w[n].o||[]).push(arguments)},w[n].t=1*new Date(); a=d.createElement(s),b=d.getElementsByTagName(s)[0];a.async=1;a.src=c;b.parentNode.insertBefore(a,b) })(window,document,'script','//vault.pactsafe.io/ps.min.js','_ps');
_ps('create', 'XXXX-XXXXXXXXX');

Now, you simply load your Group within the same page:

_ps('load', 'click-through-agreement');

If you’re loading our Contracts (and checkboxes) onto your page, you’ll need to also make sure you have created the <div> for your Contracts to be loaded into like so:

(function(w,d,s,c,n,a,b){w['PactSafeObject']=n;w[n]=w[n]||function(){(w[n].q=w[n].q||[]).push(arguments)},w[n].t=1*new Date();a=d.createElement(s),b=d.getElementsByTagName(s)[0];a.async=1;a.src=c;b.parentNode.insertBefore(a,b)})(window,document,'script', '//ps-vault.s3.amazonaws.com/ps.min.js','_ps');
_ps('create', 'XXXX-XXXXXXXX');
_ps('load', 'click-through-agreement');

   Email Address:

Notice we’re using the Agreements Container Selector to load our Contracts onto the page.

Note: To learn how to customize the flow of your legal Contract acceptance, check out our Developer Guide for the PactSafe Javascript Library.

Wow! You should be up and running. Now you've saved yourself a bunch of time whenever you want to update your Contracts or see who agreed to what. Awesome.  

If everything didn't go to plan, though, we've got your back. Just open a chat or email us at help@pactsafe.com and we'll get you hooked up.

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