What is the difference between a basic document, stand alone document, and a document template?
Not sure which document type you need to use? You've come to the right place.
This article explains WP E-Signature's two document types and gives an overview of our document templates.
A Basic Document is usually a more signer-specific document, sent from the backend of WP E-Signature by typing in the signer(s) names and emails.
Each signer receives an email invitation with their own unique signing URL and is required to click on the “review and sign” button to sign.
This document type can easily have multiple dynamic signers and even have a pre-defined signing order.
You can read more about basic documents here!
Stand Alone Document
A stand alone document is usually used for a more general document (like a waiver, NDA, etc…) and lives on the page of your WordPress site.
Signers can visit the page and sign directly (totally automated!) or you can send them an invitation to sign via email from the backend of the plugin using the share/invite button.
You can read more about our Stand Alone Document here!
A Template is a tool you can use to save document content for use in both stand alone and basic documents.
You create it like you would a document by adding content and customizing the document options. Then, you save the template and when you're ready to use it, you can load the content into your document.
Templates are particularly helpful in a workflow that has a frequently used basic document, because rather than creating the content from scratch each time, you can load a template to add the content automatically!
You can read more about our Templates here!