You’ve received a link to fill out a form in Pactly, typically to request a new contract or provide information that your legal team needs. This guide walks through the process from opening the link to submitting the form.
Click the form link you received. It opens in your browser and does not require a Pactly account or login.
The form starts with an access gate asking for your **Name** and **E-mail address**. Both are required. Some forms restrict submissions to specific email domains (e.g., only @yourcompany.com addresses). If your domain is not allowed, you will see a warning message.
Fill in your name and email, then click **Access Form**. The button becomes active once both fields are filled. You will be taken to the form itself.
Once inside, the form shows your company’s logo and the form title at the top. The layout has two areas:
The Saved indicator in the top-right corner confirms your answers are being saved automatically as you type.
Forms contain different types of fields depending on what information is needed:
Required fields are marked with (required) or an asterisk (*). The form cannot be submitted until all required fields across every section are filled in.
Some fields may appear or disappear as you answer other questions. For example, selecting a specific option in a dropdown may reveal additional fields that are relevant to that choice. This is normal and ensures you only see questions that apply to your situation.
Longer forms are divided into sections. The sidebar on the left shows each section with:
Click any section name in the sidebar to jump to it. You do not need to fill sections in order.
At the bottom of each section, a blue Next Section button takes you to the following section. Some sections also show a gray Submit button that lets you submit that section independently (useful for multi-stage workflows where different sections are completed by different people).
Your progress is saved automatically as you fill in fields. The Saved indicator (a green checkmark with “Saved”) appears in the top-right corner of the form header. If you see “Saving…” with a spinner, the form is saving your latest change. Wait for it to complete before closing the page.
If you close the browser and return to the same link later, your previous answers will still be there.
Once all required fields across every section are complete, navigate to the last section and click Submit Form at the bottom.
If required fields are still missing, the Submit Form button is disabled and a message tells you to complete all required fields in every section. Check the sidebar for sections marked with an error icon.
After submission, you will see one of these outcomes:
Once submitted, the form becomes read-only. You cannot edit your answers after submission unless the admin has enabled editable entries.
The person who shared the form link has deactivated it. Contact the sender for a new link.
The link may have been copied incorrectly or the form may have been deleted. Contact the person who shared it.
Some required fields may be hidden behind conditional logic. Check that you have answered the questions that control field visibility, particularly dropdown selections that determine which follow-up fields appear.
Check that your file is within the allowed file types and size limits configured for that field. Common accepted formats are PDF, DOCX, and Excel files.
Some forms restrict submissions to specific email domains (e.g., only @yourcompany.com addresses). If your email is rejected, contact the form administrator.