How to Set Up Fluent Forms and WP E-Signature
A WP E-Signature Elite or Lifetime license is required in order to integrate with Fluent Forms and collect a legally binding signature
1. Download and install the required plugins
Before you can start collecting legally binding signatures with WP E-Signature + Fluent Forms, you'll need to make sure you have the following plugins installed and activated:
- WP E-Signature + WP E-Signature add-ons plugin (both come with the Elite or Lifetime license)
- Fluent Forms
- Fluent Forms Signature add-on by Approveme (Visit E-Signature > Add-ons > Integrations > Find Fluent Forms Signature add-on > Install > Activate)
2. Create a stand alone document
Hover over E-Signature > Add New Document > Stand Alone Document.
Give your document a title > type or paste in your general document content.
3. Insert Fluent Forms data into the document
In this step, you have the ability to add fields that will later populate data that was submitted in the form into your document. If you don't want form data to populate into your document, move to step 4.
If you'd like to add Fluent Forms data, select the Signer Input Field icon (pencil icon) > select Fluent Forms Data.
Using the dropdown menu, select your desired Fluent Form > Next Step > select your desired form field or insert all fields > choose your desired display option > Add to Document.
A shortcode will be generated as a placeholder for each field and the actual values will be displayed once the form is submitted.
The field will look like this in your document: [esigfluent formid="3" label="Name" field_id="names" display="label_value"]
You can move these shortcodes anywhere in your contract to display the user’s submitted data wherever the shortcode is located.
4. Choose your document options and save settings
After you have entered all of your desired content and Fluent Forms fields, you are ready to configure your document options.
The only document option that is required is assigning the stand alone document to an existing page using the Display on this page dropdown or creating a new WP page for this document.
When your document options are completed, publish your document and select Let's Go Now to finish the workflow settings.
5. Finish configuring the E-Signature Fluent Forms workflow settings
If you selected Let's Go Now, you’re already on the correct page.
If you didn’t, you can visit Fluent Forms > find your form > Settings > Marketing & CRM Integrations > E-Signature > Edit.
If you don't see the E-Signature option here, open a new tab and visit Fluent Forms > Integration Modules > find WP E-Signature > Enable.
In the form settings, select the dropdown and choose the fields in your form that collect your signer's name and signer's email. Then choose your signing logic, stand alone document, display type, and configure the signing reminder email settings if (if desired).
6. Submit your form and sign a test document
Place your Fluent Form on a WordPress page or visit it in preview mode > fill it in (just like a signer would) > submit it to trigger and sign a test document.
Still have questions? Connect with a support hero.