How to Set Up Ninja Forms and WP E-Signature


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

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

If you're using version 1.9.4.1 or earlier, the screenshots in this article are not exact for you, but the steps are the same. We'd recommend updating to version 2.0 to get the best out of WP E-Signature. 👏

Step 1. Download and install the required plugins

Before you can collect legally binding signatures with WP E-Signature and Ninja Forms, make sure the following plugins are installed and activated:

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 Ninja 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 Ninja Forms data, click Add Fields and select Ninja Forms Data. From the dropdown, choose your Ninja 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: [esigninja formid="61" field_id="330" display="label_value" ]

You can move these shortcodes anywhere in your contract to display the submitted data wherever the shortcode is placed.

Step 4. Choose your document options and save 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.

Once your document options are set, publish your document and click Let's Go Now to finish the workflow settings.

Step 5. Finish configuring the E-Signature Ninja Forms workflow settings

If you clicked Let's Go Now, you're already on the correct page. If not, go to Ninja Forms, find your form > Edit > Emails and Actions.

Select Add New Action to create an E-Signature workflow.

Click the hamburger menu inside the name fields to insert the NF fields. If you have separate first and last name fields, add both shortcodes separated by a space.

Choose your email field, choose your signing logic, and select a stand alone document. 

In your Ninja Form's Emails & Actions settings, make sure an active Store Submission processor is enabled. The form will not trigger the document without one.

Step 6. Submit your form and sign a test document

Place your Ninja Form on a WordPress page or visit it in preview mode, fill it in (just like a signer would), and submit it to trigger and sign a test document.

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

Still have questions? Connect with a support hero.