Difference between a Basic Document, Stand Alone Document, and Templates?

WP E-Signature has two types of documents: a Basic Document and a Stand Alone Document. This article will explain the difference in the document types and give you an overview on Document Templates.

Basic Document is usually a more signer-specific document, sent from the backend of the plugin by typing in the signer(s) names and emails. Each signer will receive an email invitation (like the one above) with their own unique signer URL (think of it like a password) and be required to click on the “review and sign” button to sign. This document type can easily collect multiple dynamic signatures from your signers and even have a signing order pre-defined on the 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 WP site that you define. 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). A stand alone document is a more automated option that collects one dynamic signature and can also be used with the form plugins that E-Signature integrates with.

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 documents 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 use it to create a document with in the future! This is 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 to the document automatically!

You can read more about our Templates here!