How to Set Up Fluent Forms and WP E-Signature

In this article, you'll learn how to automatically collect digital signatures on contracts after a Fluent Forms submission using WP E-Signature.

A WP E-Signature Elite or Lifetime license is required to integrate with Fluent Forms and collect legally binding, UETA/ESIGN compliant signatures.

Step 1. Download and install the required plugins

Before you can collect legally binding signatures with WP E-Signature and Fluent Forms, make sure the following plugins are 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)

Step 2. Create a stand alone document

Hover over E-Signature > Add New Document, enter a document name, select Stand Alone, then click Next. Type or paste in your document text.

Step 3. Insert Fluent Forms data into the document

In this step, you can add fields that pull submitted form data into your document. If you don't need form data in your document, skip to step 4.

To add Fluent Forms data, click Add Fields and select Fluent Forms Data. From the dropdown, choose your Fluent Forms > Next Step, select your form field (or insert all fields), choose your display option, then click Add to Document.

A shortcode will be generated as a placeholder for each field, and the actual values will display 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 submitted data wherever the shortcode is placed.

Step 4. Assign your document page and choose your settings

The only required option is assigning the stand alone document to a page. You can either select an existing page from the Display on this page dropdown (if you already created a blank page), or create a new WP page for the document.

Add any document options you need, such as activating signing reminders or adding a custom message to the confirmation email.

Step 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 not, go to Fluent Forms, find your form > Edit > Settings > Configure Integrations, and select the settings wheel next to the WP E-Signature integration.

If you don't see the E-Signature option here, select Add New Integration > WP E-Signature.

In the form settings, choose the fields in your form that collect your signer's name and signer's email. Then choose your signing logic, select a stand alone document, and choose a display type.

Step 6. Submit your form and sign a test document

Place your Fluent Form on a WordPress page or open it in preview mode, fill it in as a signer would, and submit to trigger and sign a test document.

Try our WP E-Signature + Fluent Forms demo here.

Still have questions? Connect with a support hero.