WordPress Document Portal for WP E-Signature (Access Control)

The Document Portal add-on for WP E-Signature turns your WordPress website into a client portal membership site that protects your content with legally binding contracts.

You can create contracts and require any logged-in WordPress user role (such as editors, subscribers, or contributors) to sign documents online.

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.

  1. Visit E-Signature > Add-ons, locate WP E-Signature Access Control add-on > Activate.

  1. Create a basic document, create a stand alone document or edit an existing stand alone document.
  2. In the document settings, toggle on the Document Access Control setting

  1. Choose your desired WordPress user role(s) or specific WordPress user who needs to sign or view this document on your portal page. Then, select whether the document is optional or required.

  1. Add a description about what your document is (this is what your signer will see when they log on to the document portal page).

  1. Insert your desired shortcode on the page that you want the required, optional, or signed documents displayed.

Required documents

[esig-doc-dashboard status="required"]

Optional documents

[esig-doc-dashboard status="optional"]

Signed documents

[esig-doc-dashboard status="signed"]

This is how it will appear for your users:

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. 👇

  1. Visit E-Signature > Add-ons, locate WP E-Signature Access Control add-on > Activate.
  2. Create a basic document, create a stand alone document, or edit an existing stand alone document.
  3. Enable the Document Access Control feature in the top right sidebar of your Stand Alone Document.

  1. Choose your desired WordPress user role(s) or specific WordPress user that needs to e-sign this document using your WordPress Portal.

  1. Add a description about what your document is (this is what your signer will see when they log on to the page that has your shortcode inserted on it).

  1. Insert your desired shortcode on the page that you want the required, optional, or signed documents displayed.

Required documents

[esig-doc-dashboard status="required"]

Optional documents

[esig-doc-dashboard status="optional"]

Signed documents

[esig-doc-dashboard status="signed"]

This is how it will appear for your users:

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