WP E-Signature - Save as PDF Add-On

WP E-Signature's Save as PDF add-on lets you and your signers download signed documents as a PDF directly from the document page, with advanced display options to choose from.

How to configure Save as PDF settings

First, visit E-Signature, Add-ons, and find Save as PDF > Enable.

Then, visit E-Signature > Customization to find the PDF naming options and Save as PDF default options.

PDF Naming options

There are several PDF naming elements you can use.

  1. Document name — The title of your WP E-Signature document
  2. Unique document ID — A long, unique number tied to your document, like a social security number for it
  3. Current date — The date the document is marked complete or signed by all parties
  4. Document create date — The date your WP E-Signature document was created

Save as PDF default settings

We love giving you control over your document-signing process, which is why you can choose exactly when the Save as PDF button appears.

Here, choose the default behavior of the button display:

  1. Only display Save as PDF button when the document is signed by everyone
  2. Hide Save as PDF button always, no matter what
  3. Display Save as PDF button always, no matter what

Your saved preference will be the default every time you create a new document, but you can change it anytime before sending or publishing.