How to Set Up WPForms and WP E-Signature

Automatically collect digital signatures on contracts after a WPForms submission using ApproveMe.com's WP E-Signature.

A WP E-Signature Elite or Lifetime license is required in order to integrate with WPForms and collect a legally binding, UETA/ESIGN compliant signature.

1. Download and install the required plugins

Before you can start collecting legally binding signatures with WP E-Signature +  WPForms, you'll need to make sure you have the following plugins installed and activated: 

• WP E-Signature + WP E-Signature Business add-ons plugin (both come with the Elite or Lifetime license)
• WPForms
• WPForms E-Signature Contract add-on (Visit E-Signature > Add-ons > Integrations > Find WPForms E-Signature Add-on > Enable > 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 WPForms 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 WPForms data, select the Signer Input Field icon (pencil icon) > select WPForms Data.

Using the dropdown menu, select your desired WPForm > 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:  [esigWPForm formid=”3″ field_id=”1″ ]

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 WPForms fields, you are ready to configure your document options.

Add any document options that you desire like activating signing reminders, adding a custom message to the confirmation email, etc.

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.