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.

If you’re using version 2.0, follow the instructions at the top of this page. 🥳  

If you’re on version 1.9.4.1 or earlier, we recommend updating to the latest version. If updating isn’t possible right now, you can find alternative instructions at the bottom section of this page.

How to configure Save as PDF settings

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

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

Choose from these naming variables:

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

If you’re on version 1.9.4.1 or earlier, we recommend updating to the latest version. If updating isn’t possible right now, follow the steps below. 👇

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

Choose from these naming variables:

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