Plugin / Gravity Forms Signature Add-On
Approve Me
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Add New Document: Once you’ve installed the WP E-Signature, you just need to draft up a new “Stand Alone Document”
Gravity Form Data If you click the Signer Input Fields icon you will see the option “Gravity Form Data” you will need to click this in order to connect a gravity Form to this contract.
Select Your GravityForm: If you already have your gravity form created you can easily insert dynamic field data (from the gravity Form that is being submitted/triggering this contract) by selecting the Gravity Form.
Choose Your Gravity Form Fields: Once you’ve selected your Gravity Form you will see the available field options from this particular Gravity Form. You can easily insert the submitted results from your gravity Form in ANY place throughout this contract that you are creating.
Document Signing Options (optional): WP eSignature by ApproveMe is a powerful eSignature tool filled with LOTS of customizable options i.e. Signing reminder Emails, Attach PDF to emails, Dropbox Sync, Auto Register WordPress Users, and TONS more. To read all about the available add-on features (which come with the business license) you can checkout: https://www.approveme.com/wp-esignature-features
Connect Your Document to a Page:Once you have customize your contract to taste you will need to select a BLANK WordPress page to attach this document to. Do not include this page in your Nav menu since all of the magic actually happens after the Gravity Form is submitted (there’s no need to link to this page because the user will either be emailed a custom link or they will be automatically redirected once the gravity Form is submitted).
Click “LET’S GO NOW”: After you have published your contract you will need to connect your Stand Alone Document to your Gravity Form. This is pretty straight forward. Just click the button “LET’S GO NOW!” to be redirected to the actions/trigger tab for your specific Gravity Form.
Define Your Signing Logic: This is the page (inside of Gravity Forms) that needs to be customized. Please choose the Signers Full Name and the Signers Email address along with any other additional/advanced eSignature settings you’d like for your contract.
User Submits a Gravity Form Once a user submits the Gravity Form that you connected to your WP eSignature contract they will either be redirected to the contract immediately or emailed a invitation to signer their specific/custom contract that includes details from the submitted Gravity Form.
Review & eSign: Your users will review the contract and add their signature to the contents of the contract.
Select a Digital Signature:Signers can choose a typed or digital signature
Agree & eSign:With their e-signature, the customers agree to the terms of the document
View Signed Document Email:Customers will be sent an email that includes the link to the document (and PDF if you opt for this method).
Save as PDF:Customers can either print or download their signed document from the website. To do this, they need to click “View Signed Document” from the link in the email they attained upon signing the document. With the Attach as PDF add-on install you could also automatically include thee signed contract as a PDF attachment in this email.
WordPress Audit Trail eSignature Certificate: Proving signer intent is a very important component to signing electronic documents. Every contract that is signed using WP E-Signature includes a detailed Signature Certificate. You can read all about the security of this report here.
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