Stand Alone Documents Add-On
WP E-Signature offers two document types, 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 automation! 😊
What is a stand alone document?
A stand alone document is typically used for a more general document like a Waiver, Non-Disclosure Agreement, Registration Document, etc.
It is hosted on a page of your WordPress site and can be visited by your general web traffic and signed with no work from you 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 our integrations here.
- A stand alone document only collects one dynamic or changing signature per copy. Each signer that visits this 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. (If you are looking to collect multiple dynamic signatures from multiple parties that are always changing, you should use a basic document.)
How to create a stand alone document
1. Navigate to E-Signature > Add New Document > select Stand Alone Document.
2. Give your document a title and add your content.
If you want to collect data from your signer directly on your document, use our Signer Input Fields tool by clicking the pencil icon and adding your desired fields.
3. Configure your document options as desired and assign your document to the page by selecting Create a new WordPress page for this document or display it on a page you have already created.
Keep in mind that if you choose an existing page, it must be a page with no other content because a document shortcode will be generated and placed on the page. You can see the shortcode on the page in editing mode, but you will see the document in view mode and it overrides all other page content.
5. Once your document options are to your liking, publish the document, and get ready to collect electronic signatures!
How to have your stand alone document signed
There are several ways to invite your signers to sign your stand alone document.
- Publicly accessible page. Make your WP page publicly accessible using a link or button. For example, a gym might have a “Sign Our Waiver” button on the homepage of their website.
- Manually share the URL. Manually share the URL of the WP page that the document is hosted on to access the document directly. For example, email your signer something like "Visit this link to sign my Non-Disclosure Agreement: https://www.secure.approveme.com/demo/non-disclosure-agreement/"
- Use the Share/Invite button. To use this option, visit your stand alone document folder > hover over your desired document's name > select Share/Invite. This gives you quick access to the document’s URL to copy or you can type in the name and email of your signer to send them a formal signing invitation. For example, a construction company could use the Shae/Invite button to send a Sales Contract to their client.
Not sure if the stand alone document is the right fit for your workflow?
Check out the difference between the basic document, stand alone document, and a document template here.