Stand Alone Documents Add-On
There are two types of documents you can create with WP E-Signature: the basic document and stand alone document
This article will tell you about our Stand Alone Document and how you can use it for some serious electronic document signing automations! 😊
In order to create this document type, you will need our Pro or Ultimate license.
What is a stand alone document?
Our stand alone document type is usually used for a more general document like a Waiver, Non-Disclosure Agreement, Registration Document, etc..
It 'lives' on a page of your WordPress site and therefore can be visited by your general web traffic and signed with no work from you on the backend at the time of signing. 👍
- A stand alone document can be used by itself collecting data in our signer input fields or it can be used with the integrations that E-Signature works with like Gravity Forms, Ninja Forms, and WooCommerce. You can find a list of all of these integrations here.
- A stand alone document only collects one dynamic signature per-copy, which means one signer that is always changing. Each signer that visits your stand alone document will see a blank copy of your document to sign.
- You can use our Approval Signer or Auto-Added Signature features to add a fixed, pre-defined signer to the document (and if you are looking to collect multiple dynamic signatures from two parties that are always changing, you should use a basic document instead.)
How to create a stand alone document
1. Create a new WordPress page, give it a title (leaving the content blank), and publish it. This is where your stand alone document will 'live'.
2. Navigate to E-Signature > add new document > select stand alone document.
3. Give your document a title and add your content. If you want to collect data from your customer directly on your document, use our Signer Input Fields tool by clicking the pencil icon and adding your desired fields.
4. Finally, configure your document options as desired, and assign your document to the page we created in Step 1 (on the backend, a shortcode is generated and magically inserted into this page).
5. Once your document options are to your liking, publish the document, and get ready to collect electronic signatures!
How to get your stand alone document signed
There are several ways to invite your signers to sign your stand alone document.
- You can make the page your document lives on accessible to your general web traffic. Example: A gym might have a “Sign Our Waiver” button on their website.
- You can manually share the URL of the page that the document lives on so your signer can access the document directly. (Since we assigned the document to this page and the shortcode was magically inserted, if you visit the page’s URL the document will now load.) Example: You can text a signer the document URL so they can click and sign.
- You can use the share/invite button from the backend of the E-Signature plugin. Clicking this option gives you quick access to the document’s URL to copy OR you can type in the name and email of your signer and send them a formal E-Signature invite (see below). Example: a financial company might use this option to send a formal email invitation to sign a stand alone document.
Still have questions? Submit a support ticket here!